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How to Add, Delete, or Edit Spec Sheets
How to Add, Delete, or Edit Spec Sheets

Attaching spec sheets to items

Clayton avatar
Written by Clayton
Updated over a week ago

To add, delete, or change out the spec sheets on your line items, first open a project to the Builder, then click on a line item to open the it's "Edit Item" window. 

To Add a Spec Sheet to your Line Item:

In the "Edit Item" window, click on the white PDF icon.

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

NOTE: If the PDF you attach is encrypted or password-protected, the PDF will not render in your report/proposal.

Scroll down in the "Edit Item" window and click Save.

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 over the yellow PDF icon. 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!

Follow this link for a video on setting up spec sheets: Spec Sheet Presentation

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