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Managing product resource sheets
Managing product resource sheets

View and download product specification sheets, installation manuals, and user manuals in PDF format.

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Written by Ashok P
Updated over 5 months ago

Product resource sheets are PDF documents that help you use the product effectively. On Cloud, Product Resource sheets are available for most products when you add them to your catalog from the D-Tools Library. These sheets can be viewed and downloaded from the product view in the Cloud catalog, quote, and proposal.

The D-Tools data team is constantly working to collect and collate Product Resource sheets from manufacturers so they can be easily accessed from within Cloud.

Resource sheets in the catalog

There are three types of resource sheets available for every product—Product Specifications (aka cut sheets,) Installation Manual, and User Manual.

Go to Products under Catalog, and open the details view of the product. You will see the available resource sheets in the "D-Tools Library Resources" tile.

If you want to add more resources, click "Add resources" and upload or specify the web URL for the resource sheet.

Resource sheets in the quote

To see the resource sheets in the quote, click on the product. In the side panel, scroll down to the Resources section. You will see the D-Tools Library resources and any additional resources you added to the catalog.

Resource sheets in the proposal

Viewing resource sheets from proposals is turned off by default. If you would like to give your customers the ability to access the resources, you can do so in the Edit view of the Products section.

Check out this article for more details.

In the customer view of the proposal, the customer can click the product, and all resource sheets are displayed in the left panel. Customers can click and view or download them.

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