To add, delete, or change out the spec sheets on your line items, first open a project to the Builder, then select a line item to open the 'Edit Item' modal. 

To Add a Spec Sheet to your Line Item:
Select the line item to open the 'Edit Item' modal, then select 'Add Spec Sheet

Drag in your PDF spec sheets using the uploader form. You can also click on the 'Drag PDF' box to select a file from your computer.  


Add a Spec Sheet Page to your Report Group:
In order for your spec sheets to show up on your reports, you will need to add a 'Spec Sheet' page to your Report Group within the Designer.

To do this, go to the Designer and select Company Pages, then click 'Add Page'  

Then select the 'Spec Sheets' page, name it, and click 'Create'. 

You can then add this new Spec Sheets page to your Report Group.

To do this, select 'Report Groups' and click to expand the report group that you will be using for your proposal. You can then drag your spec sheet page into that report group.

When you render a report from that report group, it will now include all of the spec sheets attached to line items in your project. 

To Delete or Change a Spec Sheet:
Open the line item you wish to modify, and hover the cursor over 'View Spec Sheet'. Click on the pencil icon that appears to the right. 

From here you can delete, and/or upload a new spec sheet.  

Be sure to click 'Save' to update the changes.

If you have any questions about this, feel free to ping us on the support chat!

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