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. 

Who can use this feature?
PLM premium and PLM professional


 

1. How to save custom sections as libraries?

 

Step 1: Open a tech pack 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

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Step 3: Select card/s from your tech pack 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.

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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.

 

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

 

 

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