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Create a Compilation
Compilations are a collection of documents combined into a single PDF output. Generally referred to as databooks, manufacturing record books, dossiers, etc., they generally require bookmarks, hyperlinks, tables of contents, sections and more. No...
Overview of Compilation Options
After creating a compilation (see article: Create a Compilation ), the settings can be updated to reflect the requirements of your customer.  To edit a compilation, navigate to Project Menu > Index Reports & Compilations.  Open the compilat...
Attach Compilation/TOC to a Doc Code
Compilations/Table of Contents (TOC) are initially configured as stand-alone documents that are linked to ALL equipment units. In order to include these documents in a submittal and/or manage the level at which these documents are generated (e.g...
Change Compilation Level
Though compilations are commonly generated at the order level, they can be generated per any equipment field (including custom fields!). To begin, navigate to Project Menu > Cards > Code List .  For instructions on how to set a level, s...