Step 6: Set default BOM table settings for all organizational techpacks

In this article you'll learn: What are organization settings How to access the organization settings page Where to use these organization settings How to set the organization profile How to set the default stages in a techpack  How to set the default size-range How to set the default color combos How to set the default columns How to set the doc view settings

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1. What are organization settings

As an account admin, you can apply a few organization-wide settings (i.e. for all the members of your organization) to keep your techpack data consistent. 

 

 

 

 

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2. How to access the Organization Settings page 

Step 1:  Slide out your side-menu by clicking  icon located on the top-left corner of your screen.       Then click on Account & settings option.  

 

 

Step 2: Click on the organization settings option from the menu.

 

 

 

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3. Where to use these organization settings

Here are 5 different places where you can use your organization settings- 

 

1) Organization Profile- You can enter details of your organization like logo, name, phone number, etc. Your logo and organization name is visible on your techpacks PDF.

 

 

2) Default Stages- Stages let you and your team track the progress of your Techpacks during product development. You can assign and customize your techpack stages by adding or deleting them anytime and the stages will reflect in your techpack folder as shown below.

 

3) Default Sizes- You can set this  default size-range selection and  units across all tech pack settings. This helps keep your sizes consistent across all techpacks of your organization. 

How to set this default size-range is shown below.

 

 

4) Default Colour Combos- You can set this  default color combos selection across all tech pack settings. This helps keep your color combos consistent across all techpacks of your organization. 

How to set this default colors is shown below.

 

 

5) Default columns - You can also set these  default columns in the material table across all techpacks of your organization. 

How to set the default column settings is shown below.

 

 

6) Doc view- You can also control the default setting for the doc view for the entire organization.

By default, in your tech pack doc settings, your custom section images are shown before their tables. You can choose to rather show the custom section tables before their associated images for all your organization's techpacks. 

How to set the doc view settings is shown below.

 

Below are the step-by-step guides on how you can access each setting stated above.

 

 

 

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4. How to set the organization profile

Step 1:  On this page click on the Profile tab located on the top navigation bar.

 

 

Step 2: Enter your organization details- organization logo, name, type, size, and phone number. Then click on Save Profile.

 

NOTE: The recommended guidelines for the image to be uploaded in personal and organization profile is 500px X 500px or 5" X 5". The image should be square and bordered.

 

 

 

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5. How to set the default techpack stages

At any time you can also set your techpack stages across all your folders. Here's how it works- 

Step 1: On your organization settings page, click on this Default Stages tab located on the top navigation bar.

 

 

Step 2:  You can add or delete your custom techpack stages here like shown in the gif below.

 

Here's how your custom stages will appear in each techpack folder.

 

 

 

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6. How to set the default size-range

Step 1: Click on the Default Sizes tab located on the top navigation bar of this page.

 

 

Step 2: Select the  default Units as inches or cm and  type-in your size-range template here. Make sure to separate your sizes with a comma (,) between them. 

Step 3:  Click on the add button to confirm your size-range template. 

  

 

You will see your default size-range added and you can further add more templates by following the same steps above. 

 

 

Also, note that at any time you can delete these templates by clicking on the delete button as shown above. 

 

 

 

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7. How to set the default color combos

 Step 1: On this page click on the Default Color Combos tab located on the top navigation bar of this page.

 

 

 

Step 2:  Type-in your color combo template here. Make sure to separate your colors combos with a comma (,) between them. 

Step 3:  Click on the add button to confirm your color combo template.   

 

 

You will see your default color combos added and you can further add more templates by following the same steps above. 

 

 

Also, note that at any time you can delete these templates by clicking on the delete button as shown above. 

  

 

 

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8. How to set the default columns settings

 Step 1: On this page click on the Default Columns tab located on the top navigation bar of this page. 

 

 

Step 2:  Type a column name in the space provided. You can only add one column at a time.

Step 3:  Click on the Add Column button to confirm your default columns. 

 

  

Your column will be added. Further columns can be added following the same steps as mentioned above.  

 

 

At any time you can delete these columns by clicking on the delete button as shown above.  

 

 

 

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9. How to set the doc view settings

 Step 1: On this page click on the Doc View tab located on the top navigation bar of this page.

 

 

Step 2: Select the Show table before images in custom section option to set this as a default setting for your doc view or vice versa. 

 

 

Also, doc view settings can be edited for each individual techpack as well through document setting options.

 

 

 

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