|
In this chapter, you will learn how to- |
Sometimes, you need to make changes - adding costing, give comments on the first fit, etc to your tech packs and lock those changes in the same form. This can be done by creating different versions and naming them as per the requirement in Techpacker. You can create and send the most updated PDF version of your tech pack with your manufacturer at any time.
1. Create a tech pack version
To create a new version of your techpack follow these steps:
Step a: Click on the Doc View on your techpack board
Step b: Click on save and send to lock the changes as a version.
Tip
It's a good practice to save a version whenever you change a stage Or
when sending updates to your manufacturer. This way you and your
manufacturer can capture and see the differences between the versions.
Your latest tech pack version will be listed in the order of top to bottom with the date & time it was generated.
These versions can be shared with your manufacturers anytime you want directly from Techpacker.
2. Share your techpack's version
You can share a read-only version of your tech packs with anyone:
2a. Share techpack directly from Techpacker:
Step a: Select the techpack version you want to share.
Step b: Click on the send icon on the right upper corner
Step c: A window pops-up with a public link.
- Enter your manufacturers' email id. (one email address at a time is accepted)
- Edit the subject and the message or keep it as default and
- click on Share via email.
2b. Share techpack by enabling a public link:
Step a: Select the techpack version you want to share.
Step b: Click Options 
next to the version on the right and select enable public link.
Step c: Click on 
and you’ll be redirected to a new window tab with the PDF version of your techpack.
Simply copy and share your browser's URL link with your manufacturers that will let them view and download the tech pack PDF.
3. How to access the previous versions
You can anytime access the previous versions you have created.
Step 1: Click on the Doc View on your techpack board
Step 2: Click on the versions option right next to doc settings. Here you can access all the versions of the techpack you have created till date.
4. How to print or download a techpack version
You can print or download a version of your techpack by following these simple steps:
Step 1: Click on the Doc View on your techpack board
You will be directed to the techpack doc view page.
Step 2: Click on the versions option. The different versions of the techpack you have created will be listed here. Select the required version and click on this 
options . Select the download as PDF option to download your techpack version.
Your Techpack will be downloaded to your system.
5. How to rename versions
You can rename your pdf versions. Name it anything by fit, manufacturer, user etc. so that it's easier to recognize the versions.
Step a: Select the techpack version you want to rename.
Step b: Click Options next to the version on the right and select rename version
Step c: Type the name, you want to give to that version and it's saved.
6. How to archive a techpack version
You can also archive a techpack version by following these steps:
Step a: Click Doc view on your techpack board
Step b: Click on this Versions option in your doc view page. Here you can access all the versions of the techpack you have created to date.
Step c: Select the version you want to archive and click Options 
Step d: Select Archive version option from the drop-down menu.
At anytime you can access your archived versions by clicking on the options on the upper-right corner.
Comments
0 comments
Please sign in to leave a comment.