How to Export a Parts List (BOM) for a Page

This article describes how to export a Parts List, or Bill of Materials, for a Page. Users with Publisher permissions can export a part list in order to increase efficiencies when making Page updates. 

Article Topics 

• How to Export a Parts List
• Configuring Output Specifications
• Output Destination
• Formatting Options
• Data Options

How to Export a Parts List

1. Within the Documoto Admin Center, go to Content > Pages. 
2. Search for and select the Page you wish to export the parts list for. 
3. Click Page Builder.
4. On the BOM tab, select Export Parts List.
5. Configure Output Specifications in the slider (see details in sections below).
6. Click Submit.
7. Open Excel. 
8. Paste exported Parts List.

Configuring Output Specifications

When you select Export Parts List, a slider opens with Output Specification options: 

• These settings control how the Parts List is exported
• Once defined, they remain your default settings (across sessions, until changed)

Each setting is described in detail below. 

Output Destination

By default the only option, Clipboard, is selected. This will allow the Publisher to copy the table to the clipboard and insert it in a spreadsheet.

Formatting Options

Check or uncheck the Include Header Row box. By default, Documoto will always include the following six (6) default BOM Header Row fields:

• Item
• Part Number
• Supplier
• Name
• Quantity
• UOM (if this option is checked)

If it is left unchecked, the information contained within each of these columns will be copied to the clipboard. 

Data Options

Check/uncheck the boxes next to the following options to determine the data that will be included in the Exported Parts List.

• Include only "new" parts (not in Documoto) - only Parts that have not previously been loaded into Documoto will appear in the Exported Parts List. 
• Include Part-level details - in addition to the six (6) default columns, all 'global' part level details will appear in the Exported Parts List. This includes: Pricing, Order-ability, Visibility, Translations, and Part Tags. 
• Include Page Part-level details - in addition to the six (6) default columns, all Page Part level details, or details specific to the Parts only on this Page, will appear in the Exported Parts List. This includes: Page Part Order-ability, Page Part Visibility, and Page Part Tags.