Navigate your technical files

Button

Description

Create a new Technical File

If you do not have any technical files yet, start creating one by clicking Create a new Technical File. See the related article.

Import

By importing product data via an Excel template, you can create or update multiple pre-draft technical files efficiently. See the related article Import data via Excel.

Import documents

Only available to Advanced, Professional and Enterprise plans.

You can upload compliance documents (jpg/png/pdf) to your account and import them into future technical files. 

Buy credits

Only available to Essential subscriptions, you need at least two credits to create a technical file. See the related article Buy credits

All files

An overview of all the technical files in your account. By default, it displays 10 records per page, but you can adjust it up to 100 records. It also shows the total number of technical files.

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You can add a new tab from the list of pre-configured tabs or create your own tab with a custom filter. See the related article Create custom tabs

Button

Description

Supplier Filter

Hover over the button to quickly access the supplier filter list. Click the button to select technical files by supplier, using either the specific supplier filter list or alphabetical filters.

Export

You can export an Excel list of the selected technical files based on the applied supplier filter and selected columns.

Edit tab

Click the button to edit the current tab settings. For this you need to select an added tab.

Select columns

Click the button to change the displayed columns in a drop-down list, copy selected columns to tabs, or set default columns for new tabs. 

Find

Enhance your search with this function. 

Select multiple technical files for action in bulk.

Hover on the icon, you will see four options related to the technical file you can execute: add note, add task, make a clone and export to zip file.

Progress

The number in the square in this column indicates how many documents are missing. Hover over the square, you will see an overview of all missing documents. See Monitor technical files by colour status

You will also see other icons in the column. Hover on the icon you will see a description related to it.

Status

There are four statuses for a technical file:

pre-draft; the technical file does not have a requirement list yet.

draft; the technical file is activated and document can be uploaded and linked.

final check; changes to the technical file are no longer possible.

closed; the technical file has been checked by you or your team and all work is done.

Workflow status

There are 16 predefined workflows available. If the status is red, hover over it to see the workflow note.

Deadline

Requested completion date of this technical file. If no date is provided by the customer, the system will add a deadline 6 weeks after starting the technical file.

Product

The name of the product consisting of the article number and a description in brackets. If marked with a red star, it contains multiple articles.

Supplier

The name of the supplier and supplier code in brackets.

Market release

The date you bring the product on the market. If the date appears in red, it means that the requirement list in this technical file is outdated.

This date is visible for the supplier when sending out a document request.

Reorder expiry

If the date is red, it means the technical file cannot be re-used for reorders because either requirements and/or documents re expired.

Tags

A specific reference used to mark the technical files. Tags allow you to assign individual identifiers to the technical files. See Manage and use tags

File ID

Each technical file has an unique ID number.

Services

Chargeable services provided by ProductIP such as activating a pre-draft or FAST service. See https://www.productip.com/platform-services/ for more information.

Left bottom

Select all

Click the button to select all technical files.

Deselect all

Click the button to deselect previously selected technical files.

Choose action

Select an action from the dropdown list. These are all actions also available in a single technical file.

Execute

Click the button to execute the selected action.

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First

Click to go to the first page.

Previous

Click to go back to the last page you visited.

Next

Click to go to the next page.

Last

Click to go to the last page.