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Creating an index page in a quote

How to create an index page in a quote that lists the drawings, documents, and their metadata

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Written by Ashok P

On Cloud, you can create an "Index Page" as a type of drawing in a quote. The index page shows an index table that lists all the drawings created for a quote. Cloud retrives all metadata related to the drawings and shows it in the index table.

Create an index page

You can create an index page from Drawing Manager.

To create an index page:

1/ Go to "Drawings" in the Quote Details view.

2/ Click "New drawing" in the top-right corner.

3/ In the modal, do the following:

a/ Select "Index Page" and add a name for the drawing.

b/ In the "Number" text box, retain the number assigned to the drawing via the drawing number format or change it if needed.

Check out this article for more details.

4/ Click "Create."

You can see the index page in the left pane of Drawing Manager. The index page shows the index table.

Build the index page

After you create an index page, do the following.

Use Toolbar options

You can use the following options on the toolbar to build the index page.

You can use the delete, eraser, zoom in, zoom out, keyboard shortcuts, and other features on the toolbar.

Select index fields

By default, the index table shows the following fields as columns: drawing number, title, issue date, revision number, revision date, revision description, and modified date.

You can select the index fields you want to display in the table.

To select the index fields that should appear in the index table:

1/ Click the index table.

2/ In the bottom of the left pane, deselect the fields you don't want to see in the table.

Once you deselect fields, the relevant columns no longer appear in the table.

Select drawings

To select the drawings that should appear in the index table:

1/ Click the index table.

2/ Click "Drawings list" at the bottom of the left pane.

3/ In the modal, all drawings are selected by default. Deselect the drawings you don't want in the table.

4/ Click "Apply."

Deselected drawings don't appear in the table.

Configure index table

You can update or enter data in the following index fields: Number, Issue date, Revision number, Revision date, and Revision description.

  • Clicking in the relevant cell lets you enter data or select dates.

  • Clicking on the drawing name takes you to the Edit view to the drawing.

​Manage the index page

You can manage index pages like you manage other drawings.

Check out this article for more details.

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