Architect Manager User Guide

Table of Contents

• Architect Manager Overview
• Anatomy of a Quote File
• Architect Manager Installations
• Back-Ups for SDA
• Integrations with CRM
• Basic 5-Step Process for Customizing SDA
• Associating Parts, Items, and Documents
• Setup Menu Overview
• Cloud-Hosted SDA Updates
• Approvals and Email Notifications
• Quote Templates
• Multi-Quote Variables
• Network Setup
• Set Passwords
• Set Pricing Defaults
• User Update Management
• Auto Saving Files
• Categories Menu Overview
• Engineering View
• Parts Master Table
• Documents (Library Manager)
• Dynamic Content Creator (Admin)
• Tools Imports Overview
• Merge Function & Conflict Handling
• Reports Menu Overview
• Creating and Updating Configuration Tabs
• Incorporating Support Plans into SDA
• Setting Up the Embedded Manufacturer Proposal Tab

This Icon used within the Architect Manager User Guide represents “Practical Use“, examples, or suggestions on how to use the feature

This icon represents “Tips“, suggesting how to get the most out of the feature, or ideas to try

Return to Architect Manager Support