What is specification sharing?
TraceGains allows you to share specifications with both internal and external stakeholders.
For internal stakeholders, you can share a specification by email or export it as a PDF. For external stakeholders, you can share a specification with suppliers by email.
Why are there different types of sharing?
Internal and external stakeholders may need to interact with specification information differently. The available sharing options allow you to choose how the specification is distributed and, when sharing externally, whether suppliers can make changes.
How to Share Specifications to Internal Stakeholders
Step 1: Navigate to an existing Primary Specification via the Specifications tab > edit icon .
Step 2: Click the Hamburger Menu and select Internal Specification.
Step 3: Select a Specification Template (TraceStation) from the available options, or select the individual sections you want to share. Then select Next.
Step 4: Choose how you would like to share the specification
- By email: By email: Send the specification to a predetermined list of recipients using an Email Profile. Select the Email Profile on the next page.
- Export: Download a PDF version of the specification. When you select this option, Next changes to Download.
Step 5: Click Share or Download depending on your choices in step 4.
Step 6: Click Save.
How to Share Specifications to External Stakeholders
Step 1: Navigate to an existing Primary Specification via the Specifications tab > edit icon.
Step 2: Click the Hamburger Menu and select Supplier/Partner Specification.
Step 3: Select the appropriate Email Profile for the shared specification.
Step 4: Select which supplier(s)/Recipient(s) to share the specification with.
Step 5: Select or clear Read Only to determine whether the supplier can make changes to the specification.
Note: If the specification has already been shared, the Read Only setting cannot be changed. An arrow icon indicates that the specification has already been shared and the setting cannot be overridden.
Click Next.
Step 6: If this is the first time you're sharing the specification, use Determine shared item editability to select which items will be editable.
Select Share.
Next Steps
Once the specification is shared, connected suppliers can review the Shared Specification, make updates to editable fields, and add comments.
See Supplier Collaboration to learn how to review supplier comments and changes.