Item creation and collaboration tools in Upchain
Learn two ways to add items to your BOM: through the BOM interface directly, and through an Excel spreadsheet import. Once the items have been added to your BOM, we will look at how to view documents using the PDF Viewer and the 3D viewer and how to create markups using these tools. Finally, we learn how to use Investigation requests to communicate potential design changes.
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Module overview
Learn how to create items in your BOM, and view and manage documents attached to them. You’ll also learn how to formally communicate design ideas and potential changes with other stakeholders through the process of an Investigation Request.
This content takes approximately 40 minutes to complete. By the end, you should be able to:
- Create items via the BOM interface and the Excel plugin
- View a document with the PDF viewer
- View a CAD model with the 3D viewer
- Create a markup on a document
- Create an investigation request