Auto-Select retrieves datasheets and annotations from your past projects — so you don't have to search for or re-annotate the same products every time.
| 1.Click Auto-Select |
In the Documents tab, select the checkbox next to the product(s) you want to attach a datasheet to.
Click Auto-Select and choose which document type to retrieve (e.g. Datasheets).
Select the history source to pull from:
A. My History — retrieves datasheets from your own past projects.
B. Location History — retrieves datasheets selected by any user at your branch location.
C. Team History — retrieves datasheets selected by anyone across your entire account.
Note: Auto-Select matches on exact manufacturer and model number. If no history is found for a product, it will not be auto-populated. |
| 2. Review the Results |
After Auto-Select runs, check the status of each line item:
Selected — the datasheet has been attached but no annotations have been completed yet.
Annotated — the datasheet was attached and markups were transferred from the previous project.
Click into any datasheet to review or modify the annotations as needed.
Tip: Even if a datasheet comes back as Annotated, it's worth clicking in to confirm the markups are still accurate for this specific project before compiling. |
| 3.Configure Auto-Select Preferences |
You can set Auto-Select to run automatically whenever you open the Documents tab — without having to click the button manually each time.
Click the ⚙️ Settings icon and go to My Profile → Preferences.
Toggle Auto-Select on or off and set your preferred history source.
Save your preferences.
Tip: Enabling Auto-Select in Preferences means datasheets will be retrieved automatically as soon as you open a BOM — saving you from having to trigger it manually on every project. |
Need help? Visit the Parspec Training Academy or use the in-app support chat.