Document Management

All documents within your PIM are accessible through the Documents tab. Document records are critical when understanding a product. Within a document's record, you can view the associated PDF, extracted attributes from the data, and general information. 

In this article, you'll learn how to manage your documents and associate products/brand to them.

Note: This feature is available to all Suppliers

 

Content

Adding, searching, viewing, and managing documents.

Understanding document details and associations.

Document filters, sorting, and version history. 

 

Adding, searching, viewing, and managing documents. 

Documents can be added to your PIM directly through the Add Document option. Alternatively, documents can also be added to a product record by selecting Add Document in the Documents tab within the product. You can access all documents within your PIM through the Documents tab and utilize the search bar to quickly find specific documents.

 

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  • Understanding document details and associations.

    Gain insights in the Document Info tab, which includes details about products and brands associated with the document.

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  • Within a document's record, you can view the associated PDF, extracted attributes, and general information. You can edit documents and associate them to additional products or brands by clicking the edit button from the main documents page.
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Document filters, sorting, and version history.

You can filter and sort documents based on various criteria to streamline your search process. 2024-02-28_21-21-34 (1).gif

To filter through other attributes, just simply click Add Filter and search for the attribute you would like to add.

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To track a document's version history, click the three-dot button in the top right corner of the document's record.

2024-02-28_21-13-50.png Feel free to upload new PDF versions to keep the document record updated over time.

 

 

 

 

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