Sometimes, you need to make changes - adding costing, giving comments on the first fit, etc, to your tech packs and locking those changes in the same form. This can be done by creating different versions and naming them as per the requirement in PLMBR. You can create and send the most updated version of your tech pack to your manufacturer at any time.
1. Create a tech pack version
To create a new version of your tech pack, follow these steps:
Step 1: Click on the TECH PACK icon on the top right of your product workspace.
Step 2: 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.
Your latest tech pack version will be listed in order from top to bottom with the date & time it was generated.
These versions can be shared with your manufacturers anytime you want, directly from PLMBR.
2. Share your tech pack's version
You can share a read-only version of your tech packs with anyone:
2a. Share tech pack directly from PLMBR:
Step 1: Select and preview the tech pack version you want to share.
Step 2: Click on the Send Version icon on the top right corner.
Step 3: 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)
- Click on
Send.
2b. Share techpack by enabling a public link:
Step 1: Select and preview the tech pack version you want to share.
Step 2: Click Options next to the version on the left.
And select Public access from the dropdown.
Step 3: Click on 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.
Simply copy and share your browser's URL link with your manufacturers that will let them view, print and save the tech pack PDF.
3. How to access the previous versions
You can anytime access the previous versions you have created.
3a. Through TECH PACK Editor:
Step 1: Click on the TECH PACK icon on the top right of your product workspace.
Step 2: Click on the versions option right next to Save Versions.
Here you can access all the versions of the tech pack you have created to date.
3b. Directly through Stage, Grid or List view :
Step 1: Click the Stage View icon to see all products organized in columns within the folder.
Or, click the Grid View icon to see all products organized in a grid within the folder.
Or lastly, click the List View icon to see all products organized in a list format within the folder.
Step 2: Click on this versions icon for the selected techpack when in your Stage View.
If you are in the Grid View, the version icon is located here.
And, if you are in the List View, the version icon is located here.
Step 3: A pop-up window will appear. Here you can access the list of all the versions of the tech pack you have created to date. Click SELECT to choose.
4. How to restore a version
Who can use this feature? PLM premium
On PLMBR you can restore a version of your tech pack at any time and retrieve its data. When you restore a version of a techpack, a duplicate techpack of the selected version is created in your folder without changing anything in the original techpack.
Step 1: Select and preview the techpack version you want to restore.
Step 2: Click Options next to the version on the left.
And, select Restore techpack.
A message box will appear at the bottom-left corner of the screen saying Product restored. It will also include a link labelled Go to the restored product to open the recovered techpack.
Now, when you go to your folder, you will find the restored version is saved as a new product next to your original product, as shown below.
5. How to print or download a techpack version
You can print or download a version of your techpack by following these simple steps:
Step 1: Click on TECH PACK icon on the top right of your product workspace.
You will be directed to the Tech Pack Editor page.
Step 2: Click on the Versions dropdown on your Tech Pack Editor page. Here you can access all the versions of the techpack you have created to date.
Step 3: Select and preview the version you want to print or save as PDF.
And click Options
Step 4: Select the Print & Save option from the drop-down menu.
Choose if you want to Print or Save as PDF, and click on Save.
Your Tech pack will be downloaded to your system.
6. How to export the techpack as .xlsx file
Who can use this feature? PLM premium
Excel download is available only for professional users. You can download a Techpack in .xlsx format from PLMBR by selecting the option icon.
Step 1: Click on TECH PACK on your techpack board
Step 2: Click on the versions option right next to doc settings.
Step 3: Select the version you would like to download in excel format. Learn how to create a version.
Step 4: Click on this option icon.
And, click on the Download as Excel option from the menu.
All the cards and their information on the techpack including the columns and the rows will be downloaded in the .xlsx format with images.
7. How to rename versions
You can rename your tech pack versions. Name it anything by fit, manufacturer, user, etc., so that it's easier to recognize.
Step 1: Select and preview the tech pack version you want to rename.
Step 2: Click Options next to the version on the left.
And, select the Rename version option from the drop-down menu.
Step 3: Type the new version name and click Update to save it.
8. How to delete a techpack version
Once a version is deleted, it is permanently removed from the system and cannot be recovered.
Step 1: Select and preview the tech pack version you want to delete.
Step 2: Click Options next to the version on the left.
And, select the Delete version option from the drop-down menu.
A pop-up dialogue will open to reconfirm this DELETE action. Click on YES to delete.
9. How to translate a tech pack version
You can translate a tech pack version by following these steps:
Step 1: Click TECH PACK on the top right of your product workspace.
Step 2: Click on the Versions dropdown on your Tech Pack Editor page. Here you can access all the versions of the techpack you have created to date.
Step 3: Select and preview the version you want to translate.
And, click Options
Step 4: Select the Translate version option from the drop-down menu.
Step 5: This pop-up window will appear on your screen, where:
English is the default source language. This option is non-clickable and non-editable.
Click on the dropdown list and select the destination language of your choice.
Once selected, click on the TRANSLATE button at the bottom right corner of the pop-up window.
We use Amazon Machine Learning Translation to deliver highly accurate and continually improving translations for a wide range of use cases however the capabilities of the machine translations has it's limitations specifically with technical translations such as point of measurements therefore we can guarantee upto 80% translation accuracy at this point.