How to edit Techpack PDF layout

Lily
Lily
  • Updated

1. What are Document Settings?

This document settings panel gives you the option to customize your Techpack PDF layout and choose which sections or design detail to include or hide. To view your document settings, please follow the steps below.

 

Step 1: Click on your Techpack's Doc View page as shown in the image below.

doc-view-setting-new.jpg

 

Step 2: When inside Techpack's Doc View page, you will see document settings with the drop-down options to Include summary, include comments, include files, and High-resolution images

doc settings .png

 

 

 


 

2. How to add/remove the summary sheet of a techpack PDF

Each time a techpack PDF is rendered, a summary or cover sheet is added as shown below. You can use this Group.png Include summary option from your document settings panel to add/remove this sheet in your PDF.  

 

SUMMARY.jpg

 

 


 

3. How to add/remove comments in your PDF

Check this Group.png Include comments option in your document settings if like to include all your card comments on a separate page as shown below.

 

Screenshot_2024-01-02_at_8_38_22 PM.png

 

Please note, that only those card comments will be visible that are selected to be displayed in the PDF.

 

 


  

4. How to attach files in your PDF

You can also attach all your card files like excel sheets, reference images, and vector images in form of Ai and PDF files. A downloadable link (as shown below) will be added on a separate page of your tech pack.   

To do this simply check  Group.png  to include files option from your Doc setting as shown below. Please note, that only those card attachements will be visible that are selected to be displayed in the PDF.

 

Screenshot_2024-01-02_at_8_34_02 PM.png

 

 

As a security measure to avoid misuse of your confidential files, all downloadable links added in your PDF automatically expire after 7-days of generating it. These files, however, are always saved in your techpack board and can be reincluded in a new PDF at any time.

  

 


  

5. How to print high-resolution images in your PDF 

At any time you can turn your PDF images from standard to high-resolution. Simply check this Group.png High-Res images option and Techpacker will render a new PDF with crisp quality images.

 

HIGH-RISE.jpg

 

To keep your PDF file size lighter, all your tech pack images are set to standard resolution by default. Switching to Hi-Res images may increase your PDF file size.

 

 


 

6. How to change the document font size

To fit more data in your techpack PDF, you can re-size the font at any time. By default, the font size is set at 8px. You can change the font size from between 1px to 10.5px. 

After selecting your preferred font size, you will have a fresh rendered document with the newly selected sized text. 

 

change the document font size.png 

 

 


 

7. How to include/exclude techpack sections in your PDF

Include / exclude settings are sub-divided into 

 

Include / exclude cards

Here you have a list of all cards in each section of your techpack. You can choose to include or exclude any of them in your document.

 

Include : exclude cards in doc view.png

 

Use these checkbox Group.png options to select or exclude any card or a complete section from your document.  

 

Include : exclude cards.png

  

Please note that only the comments and attachments linked to the cards you've included will be visible in your PDF.


Include / exclude tables

Even if you exclude a card by mceclip0.png unchecking, it will still appear in the mceclip1.png Table section below in your Techpack PDF as shown here.

 

00-copy1.jpg

 

In order to completely exclude the table, click on mceclip2.png this mceclip1.png icon.

 

 

00_copy_2.jpg

 

A pop-up window will appear. Uncheck the Include table option.

 

001_copy.jpg

 

 


  

8. How to use the  PDF document layouts 

There are multiple PDF document layouts on how to display your cards:

 

doc-view ptions new-2.jpeg

 

mceclip10.png  Untitled-1.png Fit all to 1 card per page:

You can choose to display 1 card per page for each section. 

Recommended use -We propose this view if you have many annotation callouts on the sketch and you wish to optimally present all the information.

fit-1-page.jpg

With a 1 card per page view, you can annotate the information; you will see the image on one side and annotation callouts on the other side as shown in the image below.

1_CARD_PER_PAGE.jpg

 

 

mceclip11.png  Untitled-2.png Fit all to 1 card per page (best fit):

Recommended use -With the best fit layout, you can drop an image and it will take over the entire page. 

This gives you the choice of uploading custom images with/without already highlighted details matching how your manufacturer may understand the requirements in the best way.

_best-fit-1-card_new.jpg

 

 

mceclip12.png  Untitled-3.png Fit all to 2 cards per page:

You can choose to display 2 cards per page for each section. 

fit-2-page.jpg

 

Recommended use -By using 2 cards per page view;  the full page is utilized in a way that equal space is assigned to the images and their respective annotation callouts as shown in the image below.

2-cards-per-page-view_final.jpg

 

 

mceclip3.png  Untitled-4.png Fit all to 2 cards per page (best fit):

Recommended use -By using this option, Techpacker will re-adjust your entire card information in a way that the images will be optimally displayed along with the annotation callouts.

2-cards-best-fit.jpg

 

mceclip4.png Untitled-5.png Fit all to 6 cards per page:

You can choose to display 6 cards per page for each section. 

Recommended use -By using 6 cards per page view;  the full page is utilized in a way that equal space is assigned to the images along with their annotation callouts as shown in the image below.

fit-6-page.jpg

 

mceclip5.png Untitled-5.png Fit all to 6 cards per page (best fit): 

Recommended use -By using this option, Techpacker will re-adjust your entire card information in a way that the images will be optimally displayed along with the annotation callouts. 

 

Screen Shot 2023-07-19 at 2.20.17 PM.png

 

 

To choose any of the above, simply hover over cards and choose one of these 5 options as shown below. 

By default 2 cards per page as selected for all sections.  

number_of_cards_displayed_in_each_page.gif

 

 

mceclip6.png Include table:

Use these checkbox Group.png options to include or exclude any section tables from your PDF. include-table_copy_NEW_.jpeg

 

Include table" option is valid for all sections except sketches.

 

 

mceclip8.png Move table before images:

Use this option to move a section table before their corresponding cards page. 

This option is visible only when "include table" is selected.

 

Screen_Shot_2021-01-27_at_2_35_51_PM.jpg

 

Material_Table_before_Cards.jpg

 

 

mceclip9.png Include thumbnail images in table rows:

Select this option to include the thumbnail image of each card when displayed as a table.

 

Screen_Shot_2021-01-27_at_3_03_49_PM.jpg

 

This option is visible only in Materials and Measurements section.

 

 

mceclip1.png Include thumbnail on top of table:

Select "include thumbnail on the top" to show the images right above the table. This feature helps you with the graphic point of measurement thumbnails with the table helping the factory to understand key measurements better.

 

include-thumbnail-at-top-screen.jpg

 

This option is visible only when "include table" is selected and there are images in cards.

 

 


  

9. How to set PDF rendering preference

You can choose to render your doc view after you have finalized all the settings in your pdf or render automatically after you make any changes. Follow these steps:

 

Step 1: Click on this option icon located at the upper right corner.

 

01.jpg

 

Step 2: From the drop-down menu, you have these two options to select from.

 

02.jpg

 

Refresh Automatically: With this feature, every time when you make any changes; it will refresh automatically.

 

Manual Refresh: With the manual refresh option, the number of changes is recorded as a notification highlighted in red on the refresh Refresh.png icon as shown in the gif below. When you are ready to render your changes, click on the refresh icon to update your techpack. 

 

003.gif

 

 

 


  

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