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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, open a project to the Builder tab, then click on a line item to open the its "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. (If you click on the line item again, you will see that the PDF icon is now yellow. If you want this spec sheet to always be attached to this item for future projects, please make sure you PUSH the spec sheet to your company database.)

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, select Company Pages, and click +Add Page

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 in a project using that report group, it will now include all of the spec sheets attached to any 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.

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

We hope this helps! Please reach out to us in support chat if you have any questions 🙂

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