Step 1: Create a tech pack version
To create a new version of your tech pack follow these steps:
Step a: Click on the Doc View/Tech Pack on your tech pack board/product workspace.
Step b: Click on save and send 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.
Your latest tech pack version will be listed in this version tab of your doc view page/product workspace as shown. All tech pack versions here will be listed in order of top to bottom with a time-stamp of when it was generated.
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:
- Share a single tech pack via e-mail
- Share a single tech pack by enabling the public URL link
- Share multiple tech packs
2a. Share a single tech pack via e-mail:
Step a: Select the tech pack version you want to share.
Step b: Click on the send icon at the right upper corner
Step c: A window pops up with a public link.
- Enter your manufacturers' email id individually, OR you can choose the email group/s you've added on your My Manufacturers page, OR select all
- Edit the subject and the message or keep it as default and
- Click on email button to send your tech pack(s)
- It is advisable to always click the attached PDF checkbox on the left bottom corner; by doing this a PDF copy of the selected tech packs will be attached with the e-mail.
2b. Share a single tech pack by enabling the public URL link:
Step a: Select the tech pack 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 tech pack.
Simply copy and share your browser's URL link with your manufacturers which will let them view and download the tech pack PDF.
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
Or when in Stage view.
Step b: From the list select this option Send to Manufacturers.
Step c: You will see a pop-up window appear.
The Selected Tech packs will be listed on the left panel. Click on individual tech pack and
Select a Version that you wish to share from the right panel.
Click on the Next button on the right bottom corner.
Step d: Review selected tech packs and their selected version and click on the Confirm button on the right bottom corner.
Step e: A window will pop up with
- Type email Id directly in the text box (max 5 email ids can be entered).
- OR, select an email group of a manufacturer you've added via My manufactures page.
- Click on send button and you have successfully shared multiple tech packs in one go.
- It is advisable to always click the attached PDF checkbox on the left bottom corner; by doing this a PDF copy of the selected tech packs will be attached with the e-mail.
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