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Product Book

Topics covered: Product book, list of products, client product list.

Updated over a week ago


​Product Books contain a simple to read list of all of the design selections for a project. This list is designed to be shared with anyone, but especially clients. To create a Product book, follow the steps below:

Step 1: Navigate to the Books tab and click Create new book.

Step 2: Select Schedule Book from the dialog box that appears, and click Next.

Step 3: Select from the list Divisions available in the project. You can select as many or as few as you like. Click Next.

Step 4: You can uncheck any boxes with details you don't wish to be included. Name your book and click Create.

Note: If you would like to set a specific cover page for the book, you can do so by selecting from the Cover drop down.

Step 4: Your new book will appear in your list of books, and can be converted to PDF by selecting the vertical ellipsis at the right of that line item and choosing Create PDF.

Step 5: Once your Book has processed, it will appear in your Documents tab at the top of your screen. From here you will be able to download, or grab a link or QR code for that document (see the article on Creating a Link or QR Code).

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