1. How to copy cards in the techpack
There are two ways to copy your cards in the techpack -
1a. Copying cards in the same techpack
Step 1: Select the card(s) that you want to copy.
Step 2: Click the
option menu located on the top navigation bar.
Step 3: Select Make a copy option.
A duplicate of your selected card(s) will be added to the corresponding category.
1b. Copying cards to different techpack(s)
Step 1: Select the card(s) that you want to copy.
Step 2: Click the
option menu located on the top navigation bar.
Step 3: From the menu options select Copy to Techpack
Step 4: Select the techpack folder where the techpack is located. By default, Techpacker will highlight the same folder you are selecting the cards from.
Step 5: Select the techpack or techpacks in which the cards need to be copied. You can also choose to copy cards to multiple techpacks at the same time.
Step 7: At last, you will get these options to copy your card(s)
with or without comments and attachments
2. How to archive a card or restore a previously archived card
To archive cards:
Step 1: Select the cards(s) that you wish to archive.
Step 2: Click the
option menu located on the top navigation bar.
Step 3: From the Option menu select
Archive option as shown below.
To restore archived cards:
Step 1: From the Option located on the top navigation bar select Show archived.
Step 2: Select the card(s) that you wish to restore.
Step 3: Click the
option menu located on the top navigation bar.
Step 4: From the drop down select Restore from the archive.
3. How to connect and disconnect cards between techpacks
Who can use this feature?
PLM premium and PLM professional
To connect and disconnect cards between techpacks -
- 3a. How to connect cards across techpacks (Soon to be deprecated)
- 3b. How to source cards from the library
- 3c. How to disconnect cards
3a. How to connect cards across techpacks
This is a legacy feature and will be depreciated soon. The feature will be replaced with Sourcing Cards from the library. Click here to learn more.
If you want to copy a card (e.g. a fabric card) to other tech packs and keep its information synchronized, you should use our connect card feature. Here's how it works :
Step 1: Select the cards(s) that you wish to connect and click the
option menu located on the top navigation bar.
Step 2: From the drop down select Connect to other techpack as shown below.
Step 3: Select the folder and the
techpack where you want to copy and connect the card and click on LINK HERE.
You can identify a "connected" card through this icon next to them, as shown below.
3b. How to source card from the library
You can now source your cards directly from the library. Learn how to create a library here.
Currently this feature is only available for the material section.
Step 1: Click on this icon and select Add materials from library from the drop down.
Step 2: Select the library folder and then select the library from where you want to source the cards. You can also change the library later.
You can identify the selected library as shown in the image below.
Step 3: Click on + Select material from library to add cards to the section.
Step 4: Select the cards(s) to add them to the material section.
Once selected, all the selected cards will be visible in the section.
These cards can only be edited from the sourced library.
3c. How to disconnect cards
Click open the card that you wish to disconnect.
Inside the Card cover tab > card links, you will be able to view all the techpacks that the card is connected to. To disconnect the link, click on this Remove link option and confirm.
4. How to delete card/cards
Step 1: Select the cards(s) that you wish to connect.
Step 2: Click the option menu located on the top navigation bar.
Step 3: From the drop down select Connect to another tech pack as shown below.
When you want to delete all the cards from the material and measurement sections, you are required to also delete columns via the column manager. To learn how to delete a column click on this article.
5. How to copy cards to libraries
To copy card to a library -
Step 1: Select a card or multiple cards from the section that you wish to copy to a library.
Step 2: From the Option
menu located on the top navigation bar, select this Copy To Library
option as shown below.
Step 3: Select the library where you want to copy the cards.
Cards can be ONLY copied to their corresponding library type. For example, sketch cards can be copied only to sketch libraries, Material cards to material libraries, and so forth. Learn more about libraries here.
Step 4: Click on Copy and select to Copy cards with or without comments and attachments
.
Step 5: Your cards will successfully be copied to the selected library.