| 1.Select Lines |
In the Documents tab, select the checkboxes for the line items you want to apply the document to.
The Add Reuse Document button will appear once at least one line is selected.
Click Add Reuse Document.
Note: The Add Reuse Document button only appears when one or more line items are selected — it will be hidden if no lines are checked. |
| 2. Chose the Document to Reuse |
Select the document type you want to reuse (e.g. Datasheet, Warranty).
Choose the source of the document:
A. Reuse from another product in this BOM — pulls a document already attached to a line item in the same BOM.
B. Upload an existing submittal — brings in a document from a previously compiled package.
C. Upload a new document — attach a brand new file to all selected line items at once.
Click Confirm.
| 3. Select Document Type and Reuse Options |
All line items currently with that document type attached will appear — select the one you want to reuse from.
Choose how to reuse it:
A. Reuse document only — attaches the datasheet without any existing annotations. Use this when you want to complete your own markups on each product.
B. Reuse document and annotations — carries over existing markups as well. Use this when annotations are identical across products.
Tip: After reusing, line items will show as Selected (document attached, no markups) or Annotated (document attached with completed markups). Click into any Selected item to complete your annotations. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.