Sometimes, you need to make changes - adding costing, give comments on the first fit, etc to your tech packs and lock those changes in the same form. This can be done by creating different versions and naming them as per the requirement in Techpacker. You can create and send the most updated PDF version of your tech pack with your manufacturer at any time.
1. Create a tech pack version
To create a new version of your techpack follow these steps:
Step 1: Click on the Doc View on your techpack board
Step 2: 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 the order of top to bottom with the date & time it was generated.
These versions can be shared with your manufacturers anytime you want directly from Techpacker.
2. Share your techpack's version
You can share a read-only version of your tech packs with anyone:
2a. Share techpack directly from Techpacker:
Step 1: Select the techpack version you want to share.
Step 2: Click on the send icon on the right upper corner
Step 3: A window pops-up with a public link.
- Enter your manufacturers' email id. (one email address at a time is accepted)
- Edit the subject and the message or keep it as default and
- click on Share via email.
2b. Share techpack by enabling a public link:
Step 1: Select the techpack version you want to share.
Step 2: Click Options next to the version on the right and select enable public link.
Step 3: Click on 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 and download the tech pack PDF.
3. How to access the previous versions
You can anytime access the previous versions you have created.
3a. Through Doc view:
Step 1: Click on the Doc View on your techpack board
Step 2: Click on the versions option right next to doc settings. Here you can access all the versions of the techpack you have created till date.
3b. Directly through Gird or List view :
Step 1: Click on this
icon for Grid view and
this
icon for List view; you will see all the techpacks in the folder.
Step 2: Click on this versions icon for the selected techpack when in your grid view.
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 techpack you have created till date. Click select to choose.
4. How to restore a version
Who can use this feature? PLM premium
On Techpacker 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 the techpack version you want to restore.
Step 2: Click Options next to the version on the right and select restore techpack.
A message box saying saying "techpack restored" will pop-up at the bottom left corner of the screen as shown below.
Now, when you go to your folder you will find the restored version is saved as a new techpack next to your original techpack 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 the Doc View on your techpack board
You will be directed to the techpack doc view page.
Step 2: Click on the versions option. The different versions of the techpack you have created will be listed here. Select the required version and click on this options . Select the download as PDF option to download your techpack version.
Your Techpack will be downloaded to your system.
6. How to rename versions
You can rename your pdf versions. Name it anything by fit, manufacturer, user, etc. so that it's easier to recognize the versions.
Step 1: Select the techpack version you want to rename.
Step 2: Click Options next to the version on the right and select rename version
Step 3: Type the name, you want to give to that version and it's saved.
7. How to archive a techpack version
You can also archive a techpack version by following these steps:
Step 1: Click Doc view on your techpack board
Step 2: Click on this Versions option on your doc view page. Here you can access all the versions of the techpack you have created to date.
Step 3: Select the version you want to archive and click Options
Step 4: Select Archive version option from the drop-down menu.
At anytime you can access your archived versions by clicking on the options on the upper-right corner.
8. How to translate a techpack version
You can translate a techpack version by following these steps:
Step 1: Click Doc view on your techpack board
Step 2: Click on this Versions option on your doc view page. Here you can access all the versions of the techpack you have created to date.
Step 3: Select the version you want to archive and click Options
Step 4: Select 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 this 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.