Module

40 min.

Item creation and collaboration tools in Upchain

Module overview

Learn how to create items in your BOM, and view and manage documents attached to them. You’ll also learn how to formally communicate design ideas and potential changes with other stakeholders through the process of an Investigation Request.

This content takes approximately 40 minutes to complete. By the end, you should be able to:

  • Create items via the BOM interface and the Excel plugin
  • View a document with the PDF viewer
  • View a CAD model with the 3D viewer
  • Create a markup on a document
  • Create an investigation request

Module outline

  • Creating BOM items in Upchain
  • Viewers, markups, and investigation requests in Upchain
  • Conclusion and next steps