How to save custom 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 custom sections through libraries. 


 

1. How to save custom sections as libraries?

 

Step 1: Open the techpack from where you would like to save your section.

Step 2: mceclip0.png Click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 3: mceclip1.png Click on the  option located on the right end

Screenshot_2020-03-09_at_3_59_21_PM.png

 

 

Step 4: Create a new library. 

Screenshot_2020-03-09_at_4_07_00_PM.jpg

 

 

Step 5: mceclip2.png Name your library and mceclip3.png select the custom section. Click on create.

Screenshot_2020-03-31_at_4_03_19_PM.jpg

 

 

Step 6: Drag and drop the cards in the library you just created.

 

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

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You can reuse the default sections saved as libraries by following these steps:

Step 1: Go the techpack where you would like to reuse your library.

Step 2: Create a custom section under which you would like to copy your cards

Step 3: Click on the library icon Vector__Stroke___1_.png located on the top navigation bar.

Step 4: Open the library from where you would like to copy your cards.

Step 5: Drag and drop one or multiple cards from the library.

 

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

 

Only PLM professional and premium plan users can create a library.

 

 

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