Saving Items and Assemblies

Once you have created a new item or assembly inside a proposal, you can save it into you library so that you can use it in the future. How-To Video

1. Items and assemblies can both be saved by using the same process. Just click the 3 dots next to the name and select “Save as new searchable assembly” or “Save as new searchable item” depending on what you are saving.

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2. Once saved it will be added to your item company library so you can use it in any future proposal. The system will also place the icon of 3 discs to the left of the name to indicate that it is a saved item.

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3. If you make changes after the initial save that you want to have reflected on that item or assembly in your library, click the 3 dots and select “Update Searchable Assembly/Item”. This is what you will use to save any changes after you have saved it the first time.