Documents from a product (related documents)
How several documents can belong to one product, and how to create another one that carries the product's facts.
One product can have many documents. On a product's detail page they're listed under Documents from this product, and each shows its title, document type and status. The source of truth carries a Source of truth badge; the others can show an update nudge when the product has changed.
Why several documents share one product
A single product usually needs to be presented in more than one way: a detailed data sheet for engineers, a one-page sell sheet for buyers, an installation guide for the field. They share the same underlying facts but differ in structure and audience. Grouping them under one product keeps those facts consistent.
Creating another document from a product
From the product page, click Create a document. A picker opens and walks you through it:
- Choose a family: your own saved layouts come first under Your saved layouts (when you have some), then the built-in families: Product & Sales, Instructions & Support, Quality and so on. Or type in Search document types… to jump straight to a type.
- Choose the document type within that family. Picking a saved layout instead builds the document through the one you designed, styling and all, and skips the next step.
- Choose a layout, when the type offers more than one. A Product Sell Sheet, for example, has several. You can change anything in the editor afterwards.
- Choose what carries over: the product name is always included. Optional details appear only when the product actually has them: subtitle, product image, logo, the identity group (model, part numbers and category), description, key features and specifications. Tables that came in from a spreadsheet's Blocks tab are listed under Tables & sections from this product, each with its own switch.
- Click Create draft. DataSheets Pro builds the new document from the product's current facts, links it to the same product, and opens it in the editor.
Sales and marketing types (the Product & Sales family) default to carrying fewer details, since you rarely want a full spec table on a sell sheet, while other types carry everything the product has. You can toggle any of them on or off before creating.
What's copied vs what stays unique
At creation, the details you selected are copied into the new document. From then on the two are connected only through the product: the new document has its own layout and its own copy of those facts. When the source changes later, the update is offered, not forced. See Keeping related documents up to date.