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 datasheet then click on Auto-Select
- Select how you want the system to recall past project histories
- My History: your own projects
- Location History: all users' projects within the location
- Team History: all users' projects in the account
- Datasheets and the annotations will be transferred over. 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.
- Head into your settings by clicking the gear icon on the bottom left corner. Under the My Profile section, scroll to Preferences
- Click on the Preferred user group dropdown to select the default auto-select group. Click Save when done.