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Aggregate Existing Submittals Workflow

Learn how to import and integrate a previously completed submittal package into Parspec to create a unified, editable submittal.

Ni Nguyen avatar
Written by Ni Nguyen
Updated this week

šŸ” Step 1: Start the Import Process

  • Begin by clicking ā€œImport Productsā€ in Parspec.

  • Choose the option to upload from an existing submittal package.

  • Locate and upload your submittal PDF file.


šŸ“‘ Step 2: Extract the Product List

  • Navigate to the Table of Contents within the uploaded submittal.

  • Use the selection tool to highlight the product list area.

  • Click ā€œConfirmā€ to let Parspec extract and segment the products.


🧠 Step 3: Map Product Columns

  • If not done automatically, map your columns (e.g., Type, Manufacturer, Model Number).

  • Click ā€œConfirmā€ to finalize the product mapping.


🧹 Step 4: Exclude Non-Essential Pages

  • Unselect any pages that are not product data sheets, such as:

    • Cover pages

    • Table of contents

    • Notes or summary pages

  • Scroll and manually unselect any additional irrelevant pages.

  • Click ā€œConfirmā€ when done.


🧾 Step 5: Manage Headers and Footers

  • Decide whether to keep or exclude existing headers and footers from the uploaded submittal.

  • To exclude:

    • Use the orange highlight tool to mark the header area.

    • Click and drag below the footer area so it’s not included in the highlight.

    • Choose to apply these changes to:

      • A specific page range, or

      • All pages in the upload (recommended for consistent formatting).


āœ… Step 6: Finalize the Upload

  • Click ā€œConfirm and Continueā€ to complete the import.

  • Your product list is now added to the Bill of Materials.

  • Navigate to the Data Sheets tab to review:

    • Attached data sheets

    • Transferred annotations

    • Removed headers/footers as configured


šŸ” Quick Review

  • Click on a data sheet to confirm:

    • Annotations from the original submittal are preserved.

    • Headers and footers are removed as specified.

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