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Bulk export of customer documentation

Bulk export of customer documentation

Issue:

Upon project delivery, our customers require documentation contain some PDF and STEP files. Upchain does not support a solution, other than a very manual heavy operation of extraction all the information from Upchain, hence high risk of errors. 

 

The general feature we are looking for is an additional option to limit the bulk export to selected filed. 

 

3 options could solve the issue: 

a) eBOM attributes:
In the Bulk export eBOM export options, an addition line with check boxes of the available e-BOM attributes. Only files that have a "OK" value in the selected e-BOM attribute are exported. 

 

b) cBOM attribute “Customer documentation”:
In the CAD plug in next to recommended "recommended spare part" there is added a check box named "costumer documentation" 

During eBOM or cBOM Bulk export it is possible to select "spare part" or "costumer documentation" and only the files from the item that meet the selected requirement.

 

c) Advanced search:

In the Bulk export eBOM export options there is an “advanced search” possibility to filter items in the bulk export for the selected item.

the item types that is required. 

1 Comment
PualQuek
Autodesk

Hi @lho3 ,

 

To ensure I fully understand your request, it seems you're looking for a method to swiftly gather relevant documentation from specific eBOM/cBOM items, while excluding unnecessary documents from the export process. Your suggestions emphasize the importance of the system's capability to effectively filter relevant documentation, allowing for quick compilation during export.

Does this align with what you're looking for?


Regards,
Paul
Principal  User Experience Designer (Upchain)  

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