Find your way around

SpecLatch has four screens you will use most: the workspace with its dashboard, a table's grid, a record's page, and Fields, where tables are built. Each picture below numbers what you can do there, so when an article says open the view menu, you know where to look. Hover or tap a number to find its line in the list, and the other way round.

The workspace and the dashboard

The sidebar is the same on every page. What it lists depends on your role and your plan, so a teammate may see fewer rows than you.

123456789

1. 1Workspace The pages you use every day: Dashboard, Tables, Needs review, Inquiries, Documents and Activity.
2. 2Data model Where tables, units and formulas are built: Fields, Functions and Reference tables. See Tables & fields.
3. 3View portal Opens your public catalog in a new tab, as customers see it. See the portal.
4. 4Help & guide Opens the guide's article for the page you are on, in a side panel.
5. 5Settings Members, billing, branding, the portal, templates, translations, AI assists and API keys, as your role allows. See What each role can see and do.
6. 6Page heading Every page opens with its name and one line on what it is for.
7. 7Learn more Opens this page's article in the help panel.
8. 8Notifications Review outcomes, mentions in comments, finished imports, documents about to expire and new inquiries.
9. 9Dashboard cards What needs you now: records waiting for review, drafts missing a required value, documents about to expire and recent activity.

A table's grid

Open a table from Tables. Each row is a record and each column a field, and records that are still a Draft can be edited right in their cells.

12345678910111213

1. 1Table name Click to switch to another table, or press Ctrl K.
2. 2Table options The table's settings and its trash.
3. 3Search Finds records by name or by any spec value.
4. 4View menu Saved views, and Preview as to see the grid at a lower visibility. See Save a view for your team.
5. 5Filter, Sort, Group, Columns Narrow, order and arrange the rows and columns.
6. 6Find in view Highlights matches among the rows shown, or press Ctrl F.
7. 7Export A catalog PDF, every spec sheet, and the PDF language. See Print a catalog.
8. 8New record A blank record, one from a preset, or a spreadsheet import. See Import a spreadsheet.
9. 9Row checkbox Tick rows to bring up the bulk bar: set a field, tag, review or move to the trash.
10. 10Open the record Hover a row and click the expand icon beside its name to open the record's page.
11. 11Visibility dot Each field's tier: green for Public, amber for Internal, red for Confidential. See Set a field's tier.
12. 12Status Each record's status. Reviewers can approve or reject a record right here. See Send a record for review, approve, publish.
13. 13Summary row A count, sum, average, lowest or highest value for any column.

A record's page

Everything about one product sits on one page: its specs, documents, files, curves and the conversation about it.

123456789101112

1. 1Previous and next Step through the table's records without going back to the grid.
2. 2Name and status The record's name, model number and status.
3. 3Completeness How many of its fields are filled in and pass their rules.
4. 4Tags Labels that sort records into groups for filters and catalogs.
5. 5Review action Submit for review or Return to draft, depending on the status.
6. 6Spec sheet Generate the record's PDF, or open the last one. See Generate a spec sheet PDF.
7. 7Specifications Every field, in its groups. Values change only while the record is a Draft.
8. 8Field tier The dot after a field's name is its visibility tier.
9. 9Documents Generated sheets, and library documents linked to this record or its table.
10. 10Files & images Photos, drawings and other files; the first image is the record's picture. See Attach files and photos.
11. 11Curves The record's performance curves; View curves opens the chart. See Performance curves.
12. 12Comments Discuss the record and mention teammates. History, below it, lists every change.

Fields

Fields is where a table and its fields are built. It shows to the Admin role, and to Engineering members with Confidential visibility.

12345678

1. 1Tables Every table, with its record count. Click one to work on it.
2. 2New table Type a name and click the plus to create a table. See Create a table and its fields.
3. 3Name and description The table's name, and the line shown under it in the grid.
4. 4Primary image Which Files field gives each record its picture.
5. 5Documents The spec sheet and catalog templates this table uses, and which one is the default. See Design a template.
6. 6Add field Opens the gallery of field types. See Field types.
7. 7A field Its name, key, group, type and unit. Click a row to edit the field.
8. 8Visibility Who can see the field's values.

Next, build your first table: Create a table and its fields.