Keep your product data clean

SpecIQ documents are only as good as the data behind them. A little care in the catalog saves a lot of fixing later, because one correction reaches every document you make afterwards.

Fix facts at the source

• If a fact is wrong in every document (a voltage, a dimension, a certificate number), change the product. Do not retype it into individual documents.
• If the wording is wrong in every document of a kind, change the template.
• If only one document is special, use the document editor.

Use the specification table properly

• Keep units in the Unit column, not inside the value, so every row reads the same way.
• Use Group to organise rows (Electrical, Mechanical and so on). Groups become headings in documents.
• Keep the same parameter names across similar products (for example always "Rated voltage", not sometimes "Voltage"). Documents then look alike across a product line.
• Add only parameters you can stand behind. A blank cell is better than a guess.

Watch completeness

Each product shows how complete it is. Fill the gaps that your most-used templates need first. Documents show a To finish this document panel for missing values, and whatever you type there is saved to the product so you are only asked once. See Completeness, search and bulk generation.

Keep documents in step

• When a product changes, open its saved documents and look for Product data changed since version N. Use View changes to review, then Update to save the next version.
• Set an expiry date on certificates and offers so you are reminded before they lapse.
• Re-share the link of the newest version after you update a document.