Learn how to take advantage of the auto-select feature if you are ever needing a datasheet (and even the annotations) from a prior project for an identical product.
Step by Step
- Select the respective checkbox for the product you want to attach the document then click on Auto-Select. From there, you can indicate which document and how you want the system to recall past project histories:
a. My History: your own projects
b. Location History: all users' projects within the location
c. Team History: all users' projects in the account
2. Datasheets and the annotations will be transferred over. Selected means the datasheet was attached and Annotated indicates mark-ups have been completed. You can review or make modifications to the annotations by clicking into the datasheet.
Auto-Select Settings
Toggle on or off your auto-select preference so that datasheets can automatically be selected without having to manually auto-select within the datasheets tab. This will be found within your User Settings > My Profile > Preferences
