How to save default sections as libraries

Lily
Lily
  • Updated

You and your team can save a ton of time by reusing the information you input in a techpack's/product's default sections (Sketches, material, and measurements) through libraries. 

Who can use this feature?
PLM premium and PLM professional


 

1. How to save default sections as libraries?

Step 1: Open a techpack/product and click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Click on Path_2.png to pick a library you wish to add cards in. If you don't have one yet, here's how to add a new library

2b. To access the card library from the Library Shortcut (1).gif

 

Step 3: Select card/s from your techpack/product and drag them by clicking on the drag_and_drop.png icon and drop them into the selected library as shown in the gif below.

gif 1.gif

 

 


 

2. How to reuse the default sections saved as a library?

Step 1: Open a techpack/product and click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Click on Path_2.png to pick a library you wish to reuse cards from. If you don't have one yet, here's how to add a new library

2b. To access the card library from the Library Shortcut (1).gif

 

Step 3: Select card/s from the library you want to reuse and drag them by clicking on the drag_and_drop.png icon and drop them into your techpack/product as shown in the gif below.

1.gif

 

Step 4: As soon you drop your cards, this window called Column Mapping will pop up. This helps you map and organize your card's data before moving them between techpacks/products and libraries. 

Learn how this works in the chapter here. Once done click on Copy Cards.

card-mapping.jpeg

 

The cards will be added to the new section along with the details and columns.

 

 

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