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Exporting Custom PDF Tech Packs
Exporting Custom PDF Tech Packs

Learn how to export customized PDF Tech Packs

J
Written by Joy Bricker
Updated over 9 months ago

Tech Packs are PDF downloads that allow you to view data for a single item in a PDF file with a couple clicks. PDF's include images and all product information except private fields.

The exports can be downloaded from the product details page found in:

  • The catalog in Product Information Management (PIM)

  • Quotes and Order in Customer Relationship Management (CRM)

  • Projects, Quotes and Orders in Product Lifecyle Management (PLM)

From any of the above areas:

  • Click on the item number to enter the product details area.

  • Click Download

A Techpack Download Screen will appear with options to select from.

Along the left side column choose your layout among the different options.

Options include:

  • Orientation (Landscape or Portrait)

  • Display Components (Slide to turn on)

  • Display Private Fields (Slide to turn on)

  • Display Sticky Notes (Slide to turn on)

  • Cover Page (Slide to turn on)

    • An optional image can be added along with a description

  • Header Info (Slide to turn off / Uncheck the below boxes to remove from display)

    • Thumbnail

    • Subtitle

    • Company Name

    • Company Logo

    • Email

    • Seperator

    • Title

      • Enter a custom title

  • Footer info (Slide to turn off)

  • Page Numbers (Uncheck to turn off)

  • Product Images Per Page (Click the down area to change)

  • Product Fields (Uncheck the box next to the field name to deselect.)

    • Note: private fields are highlighted in purple and automatically included in the download

  • If you wish to save the template for future use

    • Type over Default under Template

    • Click Save

  • Click download when ready to download the PDF

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