1. How to export library data as a PDF file
You can download library data as a PDF file by following these simple steps:
Step 1: Click on this icon located on the top-left of your screen
Step 2: Choose the option Libraries from the drop-down menu
Step 3: When inside the library page, click on this icon to see the list of all the libraries you have created.
Step 4: Click and select the library from the drop-down menu.
Step 5: Click on this icon located on the top-right of your screen inside your library.
Step 6: Click on Doc View option
Step 7: Click on versions located on the top left of your screen. Select the version you would like to download in excel format. Learn how to create a version.
Click on this icon to download as shown in the gif below.
You can also download the PDF by clicking on this icon located on the top-right of your screen.
You can change the doc settings by selecting the listed options. To learn more about doc settings click on this article.
2. How to export the library data as an EXCEL file
Excel download is available only for PLM professional and premium users.
You can download a techpack in the .xlsx format from Techpacker in two ways:
Step 1: Click on this icon located on the top-right of your screen inside your library.
Step 2: Click on Doc View option
Step 3: Click on the versions option right next to doc settings.
Step 4: Select the version you would like to download in excel format. Learn how to create a version.
Step 5: Click on this option icon followed by Download as Excel option from the menu as shown in gif below.
All the cards and their information including the columns and the rows will be downloaded in the .xlsx format with images.
From the download excel icon.
Click on the download excel icon located under the versions tab. You can directly download the excel format from here.