How to set organization settings

Lily
Lily
  • Updated

1. What are organization settings

As an account admin, you can apply a few organization-wide settings (i.e. for all the members of your organization) to keep your techpack data consistent. 

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2. How to access the Organization Settings page 

Step 1:  Slide out your side menu by clicking  icon located on the top-left corner of your screen.       Then click on Account & settings option.  

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Step 2: Click on the gear.pngorganization settings option from the menu.

 

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3. Where to use these organization settings

Here are 5 different places where you can use your organization settings- 

 

a) Organization Profile

b) Default Stages

c) Default Sizes

d) Default Colour Combos

e) Default columns

f) Default keywords

g) Doc view

 

Below are the step-by-step guides on how you can access each setting stated above.

 

 


 

4. How to set the organization profile

Only the Admin can perform this action.

You can enter details of your organization like logo, name, phone number, etc. Your logo and organization name is visible on your techpacks PDF.

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Here is how you can do it:

Step 1:  On this page click on the Profile tab located on the top navigation bar.

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Step 2: Enter your organization details- organization logo, name, type, size, and phone number. Then click on Save Profile.

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The recommended guidelines for the image to be uploaded in personal and organization profile is 500px X 500px or 5" X 5". The image should be square and bordered.

 

 


 

5. How to set the default techpack stages

Stages let you and your team track the progress of your Techpacks during product development. You can assign and customize your techpack stages by adding or deleting them anytime and the stages will reflect in your techpack folder as shown below.

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Here's how it works:

Step 1: On your organization settings page, click on this Default Stages tab located on the top navigation bar.

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Step 2:  You can add your custom techpack stages like shown in the gif below. Click on delete to remove the stages that you do not require.

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6. How to set the default size-range

You can set this mceclip1.png default size-range selection and mceclip5.png units across all tech pack settings. This helps keep your sizes consistent across all techpacks of your organization. 

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Here's how you can set your default size-range:

There are two types of measurement units that we support for the sizing columns: 

  • Inches &
  • Centimeters (cm)

Step 1: Click on the Default Sizes tab located on the top navigation bar of this page.

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Step 2: Select the mceclip0.png default Units as inches or cm.

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If your preferred unit of measurement is inches, you can choose between these two input formats: 

  • Inches in fraction (for example 1 1/2) and 
  • Inches in decimal (for example 1.5) 

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Step 3: Type in your mceclip1.png size-range template here. Make sure to separate your sizes with a comma (,) between them. 

Step 4: mceclip5.png Click on the add button to confirm your size-range template. 

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You will see your default size-range added and you can further add more templates by following the same steps above. 

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Also, note that at any time you can delete these templates by clicking on the delete button as shown above. 

 


 

7. How to set the default color combos

You can set this mceclip1.png default color combos selection across all tech pack settings. This helps keep your color combos consistent across all techpacks of your organization. 

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Here is how you can do it:

Step 1:  To set the default color, On this page click on the Default Color Combos tab located on the top navigation bar of this page.

 

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Step 2: mceclip4.png Type-in your color combo template here. Make sure to separate your colors combos with a comma (,) between them. 

 

Step 3: mceclip5.png Click on the add button to confirm your color combo template.   

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You will see your default color combos added and you can further add more templates by following the same steps above. 

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Also, note that at any time you can delete these templates by clicking on the delete button as shown above. 

  


 

8. How to set the default columns settings

You can also set these mceclip0.png default columns in the material table across all techpacks of your organization.

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Here is how it works:

Step 1: On this page click on the Default Columns tab located on the top navigation bar of this page. 

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Step 2: mceclip4.png Type a column name in the space provided. You can only add one column at a time.

Step 3: mceclip5.png Click on the Add Column button to confirm your default columns. 

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Your column will be added. Further columns can be added following the same steps as mentioned above.  

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At any time you can delete these columns by clicking on the delete button as shown above.  

 


 

9. How to set default keywords

You can also set default keywords across all your cards, techpacks and library cards from your organization settings. Default keywords ensure there are no discrepancies in information in the cards, techpacks and library cards and also bring uniformity and consistency in data at an organizational level.

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Here's how it works: 

Step 1: To add a default keyword, on this page click on the default keywords tab located on the top navigation bar of this page. 

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Step 2: mceclip4.png Type a keyword in the space provided. You can only add one keyword at a time.

Step 3: mceclip5.png Click on the Add Default Keyword button to confirm your default keywords.

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Your keyword will be added. Further keywords can be added following the same steps as mentioned above.  27.jpg

At any time you can delete these columns by clicking on the delete button as shown above.  

 

Your keywords will reflect in your techpack settings page in each techpack in your folder. You can also choose to select from these default keywords individually to add to your techpack as required.

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10. How to set techpack custom fields 

Who can use this feature?
PLM premium and PLM professional
account-multiple.png Admins and Supervisors

You can set default  techpack custom fields across all your techpacks from your organization settings. The techpack custom fields brings uniformity and consistency within all the techpacks while adding key products details.

Teckpack custom fields data is used when you generate a line sheet report .

 

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Here is how you can do it:

Step 1:  To set the default techpack custom fields , On this page click on the Techpack Custom Fields tab located on the top navigation bar of this page.

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Step 2:mceclip4.png Type-in custom field here .

Step 3: mceclip5.png Click on the add button to confirm your techpack custom fields.  

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You will see your default custom fields added and you can further add more fields by following the same as steps above. 

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Also, note that at any time you can delete these custom fields by clicking on the delete button as shown above. 

 


 

11. How to set the doc view settings

You can also control the default setting for the doc view for the entire organization.

By default, in your tech pack doc settings, your custom section images are shown before their tables. You can choose to rather show the custom section tables before their associated images for all your organization's techpacks. 29.jpg

 

 

 

Here is how you can do it:

Step 1: On this page click on the Doc View tab located on the top navigation bar of this page.

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Step 2: Select the Show table before images in custom section option to set this as a default setting for your doc view or vice versa. 

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Also, doc view settings can be edited for each individual techpack as well through document setting options.

 


 

12. How to create custom shortcuts

The custom shortcuts are available on all plans but only PLM PROFESSIONAL & PLM PREMIUM plan users can customize. 

Shortcuts is a time-saving tool that auto-fills text in data cells across tech packs.

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Here's how it works - 

Step 1:  To create custom shortcuts on this page click on this Shortcuts tab located on the top navigation bar of this page.

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Step 2:   mceclip0.png Upload a csv file with the group of shortcuts you wish to assign to a specific symbol.

The csv file need to have 2 columns, one is the shortcut and the other one list's their respective information. Here is an example of what your csv file should look like. Download here.

 

Step 3:  Browse and select the .csv file you wish to upload and click open.

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Step 4:  Assign a shortcut from the dropdown to the csv file

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You can upload multiple sets of shortcut files and assign each list a dedicated shortcut sign as shown above.

 


 

 

13. How to set integrations

Integration sets seamless connection  between Techpacker and other application softwares for easy and quick updates, better data flow and accessibility.

On this page click on the Integrations tab located on the top navigation bar of this page.You can integrate Techpacker with Apparel Magic and Adobe Illustrator. You can also create your own zaps through Zapier or choose from the available default zap options.

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