How to share a Tech pack with Manufacturers

Lily
Lily
  • Updated

Step 1: Create a tech pack version 

To create a new version of your tech pack, follow these steps:

 

Step a: Click on the Combined_Shape1a.png TECH PACK on your product workspace.

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Step b: To create a new version of your tech pack, click on Save Version to lock the changes as a version.

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.

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Your latest tech pack version can be accessed from the Versions dropdown.

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Your latest tech pack version will be listed in order from top to bottom with the date & time it was generated.  

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These versions can be shared with your manufacturers anytime you want directly from PLMBR. 

 

 


 

Step 2: How to share single or multiple tech packs

There are three ways to share a read-only version of your tech packs with the manufacturer:

 

2a. Share a single tech pack via e-mail:

 

Step a: Select and preview the tech pack version you want to share.

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Step b: Click on the Send Version icon on the top right corner.

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Step c: A window pops-up with a public link. 

  • A window pops-up with a public link. 
  • Enter your manufacturer's email ID. (50 email addresses at a time are accepted)
  • Edit the subject and the message, or keep it as the default
  • Attach a PDF copy with this email (for manufacturers in China). It is advisable to always click the attached PDF checkbox CHECK-ICON.png on the left bottom corner; by doing this a PDF copy of the selected tech packs will be attached with the e-mail.
  • Click on Send. 

Send Version Window.png

 

You can share tech packs with up to 50 manufacturer emails at a time.

 

2b. Share a single tech pack by enabling the public URL link:

 

Step a: Select and preview the tech pack version you want to share.

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Step b: Click Options next to the version on the left.

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And select Public access from the dropdown.

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Step c: Click on link.png Copy link to copy the public link of your tech pack to share it directly with your manufacturer and you’ll be redirected to a new window tab with the PDF version of your techpack.

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Simply copy and share your browser's URL link with your manufacturers that will let them view, print and save the tech pack PDF.  

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2c. Share mulitple teckpacks:

This feature is available for tech packs that have versions. Click on this article to learn how to create a version.

 

Step a: You can only share multiple tech packs that are part of the same folder.

Select the tech packs that you wish to share, click on overflow Options  

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Or when in stage.png Stage view. 

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Step b: From the list select this option mceclip3.pngSend to Manufacturers.

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Step c:  You will see a pop-up window appear.

The mceclip6.png Selected Tech packs will be listed on the left panel. Click on individual tech pack and

mceclip7.png Select a Version that you wish to share from the right panel.

Click on the Next button on the right bottom corner.

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Step d: Review selected tech packs and their selected version and click on the Confirm button on the right bottom corner.

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Step e: A window pops-up with a public link. 

  • A window pops-up with a public link. 
  • Enter your manufacturer's email ID. (50 email addresses at a time are accepted)
  • Edit the subject and the message, or keep it as the default
  • Attach a PDF copy with this email (for manufacturers in China). It is advisable to always click the attached PDF checkbox CHECK-ICON.png on the left bottom corner; by doing this a PDF copy of the selected tech packs will be attached with the e-mail.
  • Click on Send. 

Send Version Window.png

 


 

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