Organizing Your Items/Assemblies Library

It is much more efficient to sort new items into categories when they are created so that you don’t have to sort through a large list of items later.

1. When an item is created or edited, the first option below the name is to assign it to a category.

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• You can assign it to an existing category using the dropdown list, or you can click the button to create a new category.

2. You can also move items/assemblies into different categories from your “Items & assemblies” page.

• Go to the “Items & assemblies” page to open your company library.

• You can create a New Category by clicking the three dots in the top left corner.

• Once you have created a category, you can select items and assemblies by clicking the check boxes.

• Once you have all of the items selected, you can drag them into the appropriate category.

3. You can also adjust the category for multiple items at once by Exporting items for editing and changing the category for each item.

• NOTE: You should create all the categories that you want inside your library page before you use them in an import sheet.

4. Once items and assemblies are sorted into categories you will be able to explore and search inside specific categories when adding things to your proposals.