You can include associated documents or parts when exporting tech packs by selecting them during the tech pack generation process. Parts must be associated to the product specification before they are available for inclusion in a tech pack.

In the Create Tech Pack window, the system displays the Available Reference Documents section if there are valid documents for export. This section includes the Include Secondary Content for All Documents checkbox and lists the names of the documents available for selection.

Use the list box to select documents to include with the exported tech pack.

By default, the system exports primary content only. If you want to include secondary content, such as a web viewable file, select the Include Secondary Content for All Documents checkbox. The system includes all secondary content for all selected documents in the ZIP file that is generated.

Linked products and child specifications might have associated documents that you want to include in the exported tech pack. Selecting the Include Child Specifications and Documents checkbox in the Specification Components Available section displays the names of the valid documents that are associated to the linked products and child specifications in the Available Reference Documents section.

Pre-configured specification requests, which you can select from the Spec Request list in the Specification Components Available section, can be configured to automatically select documents for inclusion in the tech pack.

Documents are included in pre-configured specification requests based on document type. The system selects all valid document instances of the specified types for inclusion. As with other pre-configured specification request components, you can manually add or remove specific document instances to and from the tech pack.

Part visibility must be enabled as described in Working with Part Structures. To include part information in your tech pack, select parts that you want to export in the Available Parts section and also choose the Part Data option in the Available Reports section of the Specification page. The Specification page contains an Available Parts section that lets you select parts to include in your tech pack as a Part Data report. Available parts are listed and can be selected and moved to the Chosen section for inclusion in the tech pack. If the selected parts have child parts and you want this structure to appear in the Part Data report, this information can be exported by selecting the Show Indented BOM checkbox in the Available Reports section. If you have created Windchill filters for part views, you can apply those filters to retrieve only the child parts that match the criteria in the filter. The filter option does not appear if you do not choose to show an indented BOM.

When the tech pack is generated, the Part Data report is generated as part of the tech pack. The report lists the parts associated to the specification in table form displaying the part’s identity. Part identity includes the part name, part number, part revision, and iteration. In addition, variation values on the association between a part and a specification such as colorways, sizing, and destination are also in the Part Data report. The report also includes relevant child parts and the Windchill filters applied to the part.