Articles on: X-DOC

What is the difference between Room Wise, Only Summary, and Both in X-DOC document?

Overview


In X-DOC, the Room Display setting determines how rooms and their items are shown in the Rooms & Items section of the proposal or Client PDF.


Room Wise


Displays each room separately with all the products/items listed under their respective room. Use when you want clients to see a detailed breakdown of equipment by room.


  • Navigate to the Rooms & Items page and select Rooms & Items Settings.
  • Under Layout Preferences, select Room Wise to list items by room, then click Save & Close to save your changes.



  • From the Actions button dropdown, select Preview to view the applied changes.
  • Preview the document or generate the Client PDF to confirm that Rooms & Items are displayed room-wise.



Only Summary


Hides the individual room details and displays only a consolidated summary of all items. Rooms are not shown separately. Use when you want a clean, high-level overview without room-by-room details.


  • Navigate to the Rooms & Items page and select Rooms & Items Settings.
  • Under Layout Preferences, select Only Summary to display a consolidated list of all items, then click Save & Close to save your changes.



  • From the Actions button dropdown, select Preview to view the applied changes.
  • Preview the document or generate the Client PDF to confirm that only the summarized list of items is displayed, without room-wise grouping.



Both


Displays both the room-wise item listing and the consolidated summary in the same document. Use when clients need a detailed breakdown as well as an overall summary for easy reference.


  • Navigate to the Rooms & Items page and select Rooms & Items Settings.
  • Under Layout Preferences, select Both to display the room-wise item list followed by the consolidated summary, then click Save & Close to save your changes.



  • From the Actions button dropdown, select Preview to view the applied changes.
  • Preview the document or generate the Client PDF to confirm that both the room-wise breakdown and the summarized list of items are displayed in the document.




Updated on: 10/31/2026

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