Keyboard Shortcuts

Power users can navigate and act faster using the following shortcuts. Shortcuts are ignored while typing in inputs and text areas.

Tip: You can also press Cmd+/ or Ctrl+/ to open shortcuts help.

Welcome

This guide walks you through ProductFlo Sync end‑to‑end. Follow the numbered steps to sign in, choose a workspace, upload and preview files (including CAD), collaborate via comments, manage locks, resolve conflicts, work with history, and use Tasks and Design Reviews.

1) Sign in and verify connection

1. Open ProductFlo Sync. If you are not signed in, the Welcome card shows a Sign in button.
2. Click Sign in and complete the flow. After success, the header shows an Account button and a status dot.
3. Confirm the status dot turns green, indicating you are connected. Open Account to verify your name, email, and ID. Use Sign out to disconnect when needed.

Where to look: Header → Account menu and status dot.

2) Choose or create a workspace

1. Click Workspace in the header to open the panel.
2. Pick a workspace from Your Workspaces (Created by you or Invited). The app switches to the Workspace view.
3. To create a new workspace, click New Workspace, enter a short name (e.g., team-alpha), then Create.

Tip: Use memorable, lowercase names with dashes for clarity.

3) Invite and manage members

1. Open the Members menu in the header.
2. Use the Filter, Group by, and Online only controls to browse members.
3. Click Invite User, enter the email, choose a role (Owner, Manager, Engineer, Viewer), then Send Invitation.

Invites grant access to the current workspace only.

4) Upload files

1. In the Workspace view, click Upload above the Files list and pick one or more files. Supported types include .step, .stl, .igs, .obj, .gltf, .glb, and other engineering formats.
2. Review the Prepare Upload preflight. If you have a known base etag (previous version), it is displayed and used to prevent overwrites.
3. If a warning appears (e.g., potential overwrite), read it carefully. Click Upload to confirm.
4. Track progress in Uploading files. You can continue working while uploads complete.

Where to look: Left sidebar → Files → Upload. Preflight and queue appear as modals.

5) Browse, filter, and group files

1. Use Filter files… to quickly narrow by name.
2. Change Group to Owner, Type, or Updated for different views.
3. Deleted items appear under Trash. Click Refresh to reload. Restore directly from the Trash list.

6) Preview files

1. Click a file to load its preview. Large or 3D formats open in the embedded viewer; text files render an inline preview.
2. Use Open in new tab to view in a dedicated tab.
3. Use Delete to move the file to Trash. You can restore later.

Where to look: Main panel → viewer title, actions, and preview area.

7) Locks and edit requests

1. Select a file and review the lock status pill near the viewer title.
2. Choose a Lock duration (e.g., 10m) from the dropdown, then click Lock to claim the lock.
3. When finished, click Unlock.
4. If you need access to a locked file owned by someone else, click Unlock and then Request Edit.

Locks prevent conflicting edits and make ownership clear to teammates.

8) Comment and discuss

1. Scroll below the viewer to the Comments section.
2. Type your note and click Send.
3. New comments appear in the thread and are associated with the selected file and version.

Use comments to capture review notes, decisions, and changes.

9) Version history, timeline, and graph

1. Click History in the viewer header to open the panel.
2. Browse Version History, then use Timeline filters for event types (create, delete, lock, unlock, conflict, version, revert, comment, review, task) and grouping (none, type, day).
3. Review the Graph to visualize relationships and branches.
4. Select a past version and choose Revert to roll back when necessary.

10) Resolve conflicts

1. Open the Conflicts list in the left sidebar to see files with competing versions.
2. Launch the Resolve Conflict wizard. Review Versions and preview in the embedded frame.
3. Optionally inspect Hierarchy and Properties.
4. Click Accept Selected Version, add an optional message, and close the wizard.

Conflicts typically arise from concurrent edits or mismatched base versions during upload.

11) Plan work with Tasks

1. Click Tasks in the header to open the Task Board.
2. Choose a view: Kanban or List. Use Search and filters as needed.
3. Click Create to add a task. Provide a title (required), description, status (Backlog, In progress, Done, Canceled), due date, and owner.
4. Use the modal actions Save or Cancel. The status pill shows the current state.

Tip: Filter owners by name or email to quickly assign tasks.

12) Run Design Reviews

1. Click Reviews in the header to open the Design Reviews board.
2. Pick a template from Templates and click Use, or create a new template.
3. Click New Review to start a review. In the create modal, set reviewer email, due date, and a message, then Create.

Templates standardize review checklists and expectations across projects.

13) Manage Trash

1. Open the Trash section in the left sidebar.
2. Click Refresh if needed, then pick an item and restore it.

14) Troubleshooting

• Loading: The loading modal appears during long operations. Please wait until it closes.
• Errors: If an error modal appears, retry the action. If it persists, sign out and back in, or refresh the page.
• Connection: If the status dot is not green, your session may be disconnected. Check your network and sign in again.

15) Work with branches

1. Select a file, then click Branch in the viewer header to open the branch panel.
2. Pick an existing branch or type a new branch name and click Create. The app switches context to that branch.
3. All actions (lock, upload, comments, history) apply to the current branch.
4. To remove a branch, open the panel and click the delete button next to its name (not available for main).

Tip: The current branch is shown on the button label and inside Details.

16) Compare and merge

1. Open History for a file. Use the branch selector at the top.
2. Click Compare with main to launch the APS Diff Tool for the selected branch vs main.
3. When ready to integrate, click Merge into main. A new version is recorded on main.

Merging respects locks and records a timeline event. You can add an optional merge message.

17) Switch viewer modes

1. Use the Preview mode dropdown in the viewer header to switch between Native (APS) and Open (embedded CAD).
2. The selection is remembered per browser.

18) Translate CAD for APS

1. With a file selected, click Translate CAD File in the header to queue a translation.
2. Translation status is shown in History next to each branch (e.g., translated, in progress).

Once translated, models open in the APS viewer and are available for branch-to-main comparisons.

19) Working with Bills of Materials (BOMs)

Create, edit, and manage engineering BOMs with full revision control and approval workflow.

20) BOM Import from CSV/XLSX

Import BOMs from existing spreadsheets with intelligent mapping and validation.

21) BOM Approval Workflow

Manage BOM changes through formal approval process with audit trail.

22) Advanced BOM Features

Parts Catalog

Browse, filter, sort, and bulk‑edit parts. Use quick actions and the Attachments tab to manage images and barcodes.

23) BOM Troubleshooting