Mobile
How can I delete a design in the mobile app?
Overview You can delete a design directly from the X-DRAW mobile app if you no longer need it. Once deleted, the design will be permanently removed from your account. Steps to Delete a Design Open the X-PRO Mobile App and navigate to the X-DRAW section. After clicking on X-DRAW, you will be redirected to the Projects page. Navigate to the desired project and opeFew readersHow can I delete a project in the mobile app?
Overview The Delete Project feature in the XTEN-AV mobile app allows you to permanently remove a project that is no longer required. Once a project is deleted, it cannot be recovered. Open the XTEN-AV Mobile App and navigate to the X-DRAW section. On the Projects page, tap the project that you want to delete.  directly into their XTEN-AV design through XAVIA. This helps users quickly populate or update the BOM without manually adding each product. To upload a BOM, navigate to the Search & Add Products page, where you can manage BOM items for your design, and click Upload BOM. ThPopularHow to add a Custom item in X- DRAW?
Overview: The Add Custom Item feature in XTEN-AV allows users to create products that are not already available in the XTEN-AV Library. Users can define their own product information and, if required, add detailed port information for use in X-DRAW designs and BOMs. First you have to Create a design, using the X-DRAW method, and go to Search & Add Products page. Here you will find the option to add a custom item. Click on the "Add Custom item" option. . This creates a direct workflow between the visual design and the project's product list. Start your design in X-DRAW using floor plans, and any products in your Floor Plan and it will be automatically included in your Bill of Material (BOM). To create an X-DRAW design using aPopularHow to transfer Single tab design to Multi tab design?
On the 'Search & Add Products' page, you will have the option to Convert to Multi Tabbed or vice-versa option under the Action button. Once you click on the it, you will get the pop-up stating that Are you sure you want to convert to a Multi Tabbed design? You will not be able to recover the existing design! . Click on the OK to processed further. . Related Article [How to Make Multi Tab Connections](https://knowledgebase.xtenav.com/en-us/article/how-to-make-multi-tab-connections-h3q1lv/?utm_sPopularHow can I Clone a Product?
Overview: The Clone Product feature allows users to create a duplicate of an existing product with a different make and model number. The cloned product is added to My Library and becomes available in the BOM for use in designs. To clone a product, you first need to copy that product to "My Library". After copying the product to the library, you will see the 'Clone ProdPopularHow to Upload attachments in design?
Go to the design in which you want to upload attachment(s). Click on the View Docs option. You will be redirected to the Design Documents page. In the 'Actions' section, click on the 'Upload Attachments' option to upload your documents. Once you click on it, it will lead you to the UpPopularHow to use X-DRAW Templates?
You can create a design using X-DRAW templates by clicking the X-DRAW tab and then selecting Templates from the left navigation menu. Once you click on it, you will be redirected to the Templates page, where multiple predefined templates are available such as Meeting Room, Auditorium. You can select a template as per your requirements.  page. Select the product for which you want to make the change, thePopularHow to Sync your BOM with your drawing?
Overview: The Pull BOM Changes feature allows users to sync product updates made in the BOM with the X-DRAW drawing. It helps keep the BOM and drawing aligned, ensuring newly added or updated products are reflected in the design. Navigate to the drawing you want to sync with the BOM. Hover over the drawing and click on the Edit BOM button. You will be redirected to the **SeaPopularHow to edit a Configurable Devices in X-DRAW?
Overview: The Configurable Device feature allows users to configure devices in the BOM by adding compatible cards and their port information. The configured device and its card/port details can then be synced to the X-DRAW Editor for accurate representation in the drawing. You can add a configurable device to your Bill of Materials (BOM), and it will appear on your drawing along with the port information. On the BOM page, click on the Configure button next to the name of thPopularHow to upload your Custom Products in bulk?
Overview The Upload Products feature allows users to bulk upload product catalogs along with pricing directly into My Library. It supports multiple upload methods and file formats, streamlining product and pricing management while reducing the need for manual entry. Click on the My Library option from the left navigation panel. You will be redirected to the *My LibraryPopularHow to add a Custom Configurable Devices in X-DRAW?
Overview: The Configurable Device feature allows users to create custom switchers, cards, and devices with flexible port and card configurations. Compatible cards can be added to the device, with the configuration reflected in the BOM and X-DRAW Editor, including the associated card and port information. Create a design, using the X-DRAW method, and go to Search & Add Products page. Here you will find the option to add a custom item. Click on Add Custom Item option. ![]PopularHow to create Design asset management document?
Go to the design for which you want to create the Asset Management document. Click on View Docs option. You will be redirected to the Design Documents page. Scroll-down to the bottom, hover on Asset Management. Click on review button. You will be redirected to the **Asset ManaPopularHow to download the Automated Front Elevation Diagram in the X-DRAW method?
Overview: The Automated Front Elevation Diagram feature allows users to download front elevation drawings directly from the X-DRAW Editor or View Design Docs page. Drawings can be exported in multiple formats, including PDF, DWG, PNG, JPEG, SVG, Visio, HTML, XML, and AutoCAD, providing flexibility for documentation and further editing. Open your Automated Front Elevation Diagram in the X-DRAW Editor. Click on the File option and select the Export option from the drop down mePopularHow to Hide Unused product block Connectors from the drawing?
Overview: The Hide Unused Connectors feature allows users to hide unconnected connectors from product blocks in X-DRAW. It helps create cleaner and less cluttered line schematics by displaying only the connectors used in the design. Open the line schematics in the X-DRAW editor. Make the cable connection between the product blocks. Click on the 'Hide Unused Connectors' option from the right side of the setting. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cSome readersHow to change Product image / icon in X-DRAW Editor?
Overview: The Edit Image feature allows users to replace a product’s image or icon directly within the X-DRAW Editor. It helps users customize the visual representation of products in their drawings using an updated image link. Open your drawing in the X-DRAW editor. Select the product image / icon which you want to change. Click on the "Edit Image" option from the right side of option under the "Style" section.  in your drawing
Learn how to reset product counters and manage automatic numbering in AV drawings.Some readersRemove Product Counter (Product Suffix number) in your drawing
Overview: The Remove Product Counter feature allows users to remove automatic suffix numbering from product names in X-DRAW drawings. To remove the product counter (product suffix number) in the X-DRAW Editor, click on the Edit option in the top menu bar. A list of options will appear. Select Remove Product Counter to remove the product suffix numbering. Once yoSome readersPlates & Panels
You can customize your Plates & Panels according to your requirements using the Plates & Panels feature. Follow the steps below to get started: Navigate to the design for which you want to create plates and panels. Click on the View Docs option. You will be redirected to the Design Documents page. Scroll down and hover over the Plates & Panels option.  in X-DRAW
Go to the design for which you want to review or download the submittals (spec sheets). Click on View Docs option. You will be redirected to the Design Documents page. Scroll down to the bottom, hover over the Submittals (Spec Sheets) option, and click on the three dots ( … ) to directly download the submittals file. ?
Overview: The Draw with AI feature helps users automatically optimize and organize their X-DRAW drawings with minimal manual effort. It can update the entire drawing, cables only, reset AI changes, or realign cable paths for a cleaner and more organized design. To use this feature, go to the X-DRAW Editor. In the top menu bar, you will find the Draw with AI button. AftFew readersHow to add X-DRAW Symbols and Floorplan Symbols?
Go to the X-Draw Editor. On the left-hand side, you will see the X-DRAW Symbols option. Click on either of them to select the symbol you want to add to your drawing. Go to the X-Draw Editor. On the left-hand side, you will see the Floorplans Symbols option. Click on either of them to select the symbol you want to add to your drawing. . This allows you to retain specific products in your drawing even if they are later removed from the BOM. Open the Unsynced Products dialog box from the Format Panel in the toolbar. Once you click on it, it will open the Unsyned Products diaFew readersHow to increase product quantity on BOM page?
Overview: The Product Quantity Management feature allows users to increase product quantities directly from the BOM or by adding the same product multiple times in the X-DRAW Editor. Changes made in the design can be synced with the BOM to ensure the product quantities remain updated and aligned Method 1: Increase Quantity from the BOM Page To increase the product quantity in the BOM page, open Project, hover over the required design, and click Edit BOM. . This feature helps convert your listed equipment into a visual schematic layout, saving time and reducing manual drawing work. Once your BOM is completed, click on the Edit Drawing option to create / update your Line Schematic Here is the knowledge base article that willFew readersHow to View Area Wise products in BOM?
To view products area-wise in your BOM, you must first add areas to your design. You can learn how to add areas here: https://knowledgebase.xtenav.com/en-us/article/how-to-add-area-in-design-1dm1fk9/ Method 1: View Area-Wise BOM from Search & Add Products Page On the Search & Add Products page, click BOM Overview. From the right-side drop-down menu, select **View ByFew readersCan I Hide / Show left and right side option on X-DRAW Editor?
You can hide or show the left and right side panels in the X-DRAW editor to create more workspace while designing a diagram. Open the X-DRAW editor. In the top-right corner of the editor, click the Panel Toggle icon to hide the panel. Click the Panel Toggle icon again to show the panel.  to access download options. Click on Download XLS to download the file in Excel format, or click on Download PDF to download it in PDF format.  button, and then select Convert to Single Tabbed. Related Articles [Can I Download a Single Tab in Drawing](https://knowledgebase.xtenav.com/en-us/article/can-i-download-a-single-tab-in-drawing-1tcvvy/?utm_soFew readersHow can I upload a Bill of Materials for my new equipment diagram in X-DRAW?
Overview You can upload a Bill of Materials (BOM) in X-DRAW by importing the equipment already added to your project. This allows you to quickly use those products while creating your equipment diagram. To upload a BOM, navigate to the Search & Add Products page, where you can manage BOM items for your design, and click Upload BOM. The XAVIA chat will open and prompt you toFew readersHow can I open X-DRAW editor from BOM page?
Overview: The Open X-DRAW Editor from BOM feature allows users to access and edit their drawing directly from the BOM page. There are two ways to open the X-DRAW editor from the BOM page. To open the X-DRAW Editor from the BOM page, first navigate to the Search & Add Product page. Click on the Edit Drawing option. After clicking Edit Drawing, click on **Open X-Few readersHow to Duplicate a Area on Search & Add Products page?
You can duplicate an existing area along with its products from the Search & Add Products page by following these steps: On the Search & Add Products page, click the dropdown icon next to the area name you want to duplicate. Once you click on it, it will show you Duplicate option. Click on the Duplicate option Enter the Area name and click on the Duplicate buttoFew readersHow Can I Add Port Information to My Package in X-DRAW?
Learn how to configure package-level ports for better connectivity mapping and signal flow design.Few readersRename Area in Search & Add Products page
You can rename an existing area in your design by following these steps: On the Search & Add Products page, click the dropdown icon next to the area you want to rename. From the menu, select Rename. Enter the new Area Name, then click Save. The updated areaFew readersHow can I add non-rack-mountable items to my rack layout in XTEN-AV?
Learn how to include non-rack-mountable devices in rack elevation designs within X-DRAW.Few readersWhy are the input/output ports not visible for the devices I added?
If the input/output ports are not visible for the devices you added, it usually means that the port information has not been configured for that product in the product library. You can add port information to your product by folllowing the steps mentioned below: To edit port information from Search & Add Products page, you first need to copy that product to My Library. Click on the Copy to my lib button displaying next to the name of the item.  and 0.9 cm (height). Due to these fixed dimensions, any image that does not match this aspect ratio may appear stretched or compressed in the exported document. To resolve this, you can either: **Adjust the siFew readersHow can I create a copy or make a second revision of my design?
Learn how to duplicate AV designs and create project revisions while preserving original documentation.Few readersHow can I resolve errors related to missing port information when adding the product?
When adding a product in XTEN-AV, you may sometimes encounter errors related to missing port information. This usually happens when the selected product does not have input/output port details. You can add port information to your product by folllowing the steps mentioned below: To edit port information from Search & Add Products page, you first need to copy that product to My Library. Click on the Copy to my lib button displaying next to the name of the item. ![]Few readersWhat integrations into business apps does XTEN-AV support?
Currently, XTEN-AV supports 8 applications, as listed below: ConnectWise PSA Microsoft Dynamics 365 HubSpot monday.com NetSuite QuickBooks Salesforce ZohoFew readersWhy do some products in the BOM show Dealer Price while others show MSRP?
Learn why some products display dealer pricing while others show MSRP in project estimates.Few readersHow can I resolve issues with products not appearing in my rack elevation?
Learn how to troubleshoot products that are not appearing in rack layouts and elevation drawings.Few readersHow can I open the Automated Cable Schedule page?
Navigate to the design for which you want to open the Automated Cable Schedule, then click the View Docs button. In the Doc View section, locate the Automated Cable Schedule option. Hover over it and click on the eye icon to preview the cable schedule. You can also dowFew readersWhat Types of Layouts Can I Upload and Customize for Creating Floor Plans?
Learn which file types and layouts can be uploaded and customized for AV floor plan creation.Few readersHow Many Displays Can I Add in the Front Elevation Diagram in X-DRAW?
Learn how many displays can be included in front elevation diagrams and project layouts.Few readersHow can I update my XTEN device with no ports and ensure the changes reflect in my drawing?
Update XTEN devices without ports and sync product changes correctly with your X-DRAW drawings.Few readersHow to view Area-wise product in design BOM Overview?
To view area-wise products in the Design Bill of Materials (BOM) overview. From the Search & Add Products page, click on the dropdown menu shown in the image below and select View By Areas under the BOM Overview. Once selected, you will be able to see the Area-wise products. . You need to first generate the elevation and then manually add or adjust the dimensions within the X-DRAW editor. To do this, open your project, hover over the design name, and click on the View Docs button to access the drawings. Hover over the **Automated Front ElevatFew readersWhat’s the fastest way to create a complete schematic?
Learn how to quickly generate complete AV schematics using automation and design tools in XTEN-AV.Few readersCan I create multiple versions of the same design?
Yes, you can create multiple versions of the same design. To do this, navigate to the design you want to version, hover over it, and click the View Docs button. Click on the View Version option located on the right side of the page. Once you click on it, you’ll be redirectedFew readersHow do I start a new design from scratch?
Learn how to create AV system designs from the ground up using X-DRAW.Few readersHow do I upload and use a floor plan in my design?
Learn how to import and use floor plans for AV layouts, schematics, and system documentation.Few readersCan I import a BOM from an Excel file?
Overview You can import a BOM from Excel using two methods—via XAVIA or from the Edit BOM page. This allows you to upload bulk items from Excel into your design. Method 1: Via XAVIA To begin, click the Ask XAVIA button from the Dashboard. Click the Attach icon to upload your file.  in X-DRAW?
Learn how to organize, customize, and export AV submittals and specification sheets in X-DRAW.Few readersHow to Add an Element in Submittals (Spec Sheets) in X-DRAW?
Learn how to customize AV submittal packages and specification sheets in X-DRAW.Few readersHow to Update Product Specification Sheets in X-DRAW Submittals?
Learn how to replace and manage specification sheets within AV submittal documentation.Few readersHow to Replace Product Specification Sheets in X-DRAW Submittals?
Learn how to update specification sheets and maintain accurate AV submittal documentation.Few readersHow do I organize my designs into different areas or rooms?
Learn how to structure AV projects into rooms and zones for better design management and documentation.Few readersHow do I export my BOM for sharing or reporting?
Learn how to export BOM reports for procurement, reporting, client presentations, and project planning.Few readersHow do I keep my BOM and drawing in sync?
Overview In XTEN-AV, the BOM (Bill of Materials) and drawing are connected to help maintain consistency throughout your project. Keeping them synchronized ensures accurate product quantities, layouts, and overall design details. Hover over the design and click on the Edit BOM button. You will be redirected to the Search & Add Products page. Enter the product name in the search baFew readersWhat happens if I update my BOM after creating a drawing?
Overview If you update the BOM after creating the drawing, the drawing will not automatically sync with the BOM. As a result, any newly added items will not be reflected in the drawing. Enter the product name in the search bar and add the required products as needed. Once you have added the products, click on Edit Drawing to open the drawing. You will be redirected to the **X-DRAW EFew readersHow do I remove unwanted products from my list?
XTEN-AV allows you to easily remove unwanted products from your project or product list. This helps keep your BOM and design organized by ensuring only relevant products remain in your project. To delete/remove a product, go to the Search & Add Products page. You may delete a single product by selecting it and clicking the X icon. A confirmation pop-up will inform you that **AreFew readersHow to Re-sync Submittals (Spec Sheets) in X-DRAW?
Learn how to update and synchronize specification sheets with project data in X-DRAW.Few readersHow can I fix mismatched data between BOM and drawings?
Overview You can fix mismatches by syncing your drawing with the Bill of Materials (BOM). This ensures that any devices added or removed in the drawing are accurately reflected in your project’s equipment list, maintaining consistency between your design and documentation. You can sync the BOM with the drawing and vice versa. Steps to Sync BOM with Drawing Navigate to the drawing you want to sync with the BOM, then hover over it and click the Edit BOM button.  in X-DRAW?
Learn how to organize specification sheets and improve AV project documentation.Few readersHow to Download Submittals (Spec Sheets) in X-DRAW?
Learn how to export AV submittals and specification sheets from X-DRAW for project documentation.Few readersHow to Hide the Table of Contents in Submittals (Spec Sheets) in X-DRAW?
Learn how to remove table of contents sections from AV submittal and specification documents.Few readersCan AI help me create drawings or complete designs faster?
Overview Yes, AI can significantly help you create drawings and complete AV system designs faster in XTEN-AV. It can reduce manual effort by generating layouts, rack designs, device placement, and suggesting optimized design configurations based on project requirements. Step 1: Enter your prompt/Upload Your File To begin, simply click on the "Ask XAVIA" button from the Dashboard.  as a template in XTEN-AV so it can be reused for future projects. This helps you quickly create new SOW documents with a consistent format without rebuilding the structure every time. Navigate to the project for which you want to save the Scope of Work (SOW). Hover your cursor over the SOW section and click on the Eye icon to open. ReviewFew readersHow to update the product model number in X-DRAW?
To update the product model number in the X-DRAW Search & Add Product page, please see the below mentioned steps To update the product information from 'Search & Add Products' page, you first need to copy that product to My Library. Click on the 'Copy to my lib' button displaying next to the name of the item. Once you click on it, you will get a notification that your product has beeFew readersHow to Edit the Submittals (Spec Sheets) Name in X-DRAW?
Learn how to customize specification sheet names for clearer project documentation.Few readersHow to Edit the Table of Contents Name in Submittals (Spec Sheets) in X-DRAW?
Learn how to rename table of contents entries in AV submittal and specification documents.Few readersCan I download project all files at once?
Yes, you can download all the project files at once by downloading a ZIP file of the project. Navigate to the project you want to download, then click on the Download ZIP option under the Actions option from the right side of the screen. A window will pop up where you can select the design for which you want to download the documents in the ZIP file. You can also customize the dFew readersHow to view a Floor Plan under Design?
Overview This article explains how to view a Floor Plan in the Design section of XTEN-AV. The Floor Plan provides a visual layout of your project, including the placement of devices and design elements. Open the project and navigate to the design for which you want to view the Floor Plan. Hover over the design and click View Docs. You will be redirected to the **Design DFew readersWhy am I not seeing expected results in my drawings or BOM?
If you are unable to see the changes in the drawing or BOM, you may need to sync the components between the drawing and BOM. Please follow the steps below: • To sync the BOM with the drawing (or vice versa), kindly refer to the following article: How to Sync Your Drawing with Your BOM • Kindly remove and re-add the title block to view the updated changes: [How to Add Title BFew readersCan I Change How Products and Connections Appear in My Design?
Objective Yes, in X-DRAW, you can customize how products (device blocks) and connections (cables/signals) appear in your drawings using X-DRAW Settings. The key areas for this are Cable & Signal Settings and Device Block Settings. Steps To Edit Cable and Signal Settings. Click on the Profile icon in the top-right corner of the application. From the menu, select Settings.  One of the most effective ways to boost efficiency is by using XAVIA, the built-in AI assistant. How XAVIA helps: Quickly answers product and feature-related questions Assists with design and workflow guidance Helps troubleshoot issues fasFew readersHow to view Front Elevation Diagram?
Overview This article explains how to view the Front Elevation Diagram in XTEN-AV. The Front Elevation Diagram provides a front-facing view of the rack layout, showing the placement of equipment within the rack. Open the project and navigate to the design for which you want to view the Front Elevation Diagram. Hover over the design and click View Docs. You will be redirecteFew readersCan I add logos, images, or branding to my drawings?
Overview Adding logos, images, or branding in XTEN-AV helps personalize drawings and maintain brand consistency across designs and client deliverables. Click Settings from the profile menu in the top-right side of the page. Under the Organization Settings tab, you will find the Organization Logo option.  for a design?
Overview The Bill of Materials (BOM) contains all the products, equipment, and accessories included in a design. You can edit the BOM at any time to add, remove, or modify products as your project requirements change. Steps to Edit the Bill of Materials (BOM) Navigate to Projects from the left navigation menu. Select the project.  page. Sell Price will be displayed when creating a Proposal. Steps to Enter Pricing Information From the Search & Add Products page, copy the product to My Library by clicking the "Copy to my lib" button displayeFew readersHow to view Plates & Panels?
Overview This article explains how to access the Plates & Panels document in XTEN-AV. The Plates & Panels document provides detailed information about the faceplates and panels used in your project. Open the project and navigate to the design for which you want to view Plates & Panels. Hover over the design and click View Docs. You will be redirected to the **Design DocumenFew readersCan I create a reusable master design template with predefined products, layouts, and settings?
Overview XTEN-AV allows you to create reusable master design templates with predefined products, layouts, and settings, helping you save time, reduce repetitive work, and maintain consistency across multiple projects. Open the X-Draw module within the platform. Configure your drawing with the required products, layouts, and settings. You can follow the steps to create the design in X-Draw : https://knowledgebase.xtenav.com/en-us/article/how-to-create-design-using-x-draw-cybks4/Few readersHow do I view project details on my mobile device?
To view the project details, open the XTEN-AV Mobile App and tap the X-DRAW option located at the bottom of the screen. A list of all your projects will be displayed. Tap the project whose details you would like to view. The project details will be displayed at the top of the page. . When should you use Package Products? Use Package Products instead of individual products when you: Frequently use the same group of products in multiple projects. Want to add an entire solution to yFew readersCan I copy products from one project to another?
Overview You can copy products from one project to another in XTEN-AV. This feature allows you to quickly reuse products across multiple projects, saving time and helping maintain consistency in your designs. Navigate to the BOM page and search for the product you want to copy. Once you have located the product, click the Copy to My Library option. This will add the selected product to My Library, making it available for use in other projects.  in X-DRAW?
Overview This article explains how to access Submittals (Spec Sheets) in X-DRAW. Submittals (Spec Sheets) provide the technical specifications and documentation for the products used in your project. Open the project and navigate to the design for which you want to view Submittals (Spec Sheets). Hover over the design and click View Docs. You will be redirected to the **DesiFew readersHow do I delete an existing X-DRAW template?
Overview You can delete an existing X-DRAW template if it is no longer required. Removing unused templates helps keep your template library organized and ensures only relevant templates are available for future use. Once a template is deleted, it cannot be recovered. From the dashboard, navigate to X-DRAW and click on the Templates option to open the template library. NavigatFew readersHow to Create a Custom Title Block?
Overview The Custom Title Block option allows creating a completely new title block from scratch based on specific project requirements. It provides full flexibility to design, structure, and arrange fields without predefined layout constraints. Click Settings from the profile menu in the top-right corner. Under the X-DRAW Settings tab, select Title Block Settings. ![]Few readersHow to Create a Horizontal Title Block?
Overview The Horizontal Title Block option allows you to create a title block with a horizontal layout based on your project requirements. You can customize the title block fields and arrangement to match your preferred drawing format. Click Settings from the profile menu in the top-right corner. Under the X-DRAW Settings tab, select Title Block Settings.  where applicable.Few readers