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How to Compile a Submittal

Build a polished, customer-ready Submittal or O&M package directly from your project — with a custom cover page, formatted table of contents, and flexible sharing options including engagement tracking.

Written by Ni Nguyen

Step 1: Start Your Submittal

  1. From the Submittal & O&M tab, click Create Document → Create Submittal.

Step 2: Customize Submittal

  1. Choose from the cover page layouts or upload your own.

  2. Review the Prepared By and Customer Information fields — these are automatically pulled from your project.

Tip: Keep your project details up to date — they flow into cover pages automatically across all documents.

Step 3: Customize the Table of Contents

  1. Review your project's line items in the Table of Contents.

  2. Toggle on or off which details to display per line item.

  3. Model numbers are automatically hyperlinked for easy navigation.

  4. Any notes added in the Submittal Notes column roll up into a Summary Layout.


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Step 4: Customize Header & Footer

  1. Add custom text and logos to appear at the top and bottom of every page.



Step 5: Adjust Content Formatting

  1. Adjust formatting options including:

    • Types of documents to include

    • Section breaks

    • Kit/component breakdowns

    • Page fitting (especially useful for drawings)


Step 6: Compile your Submittal

  1. Click Create Submittal to generate the document.

  2. Scroll through the full package to review:

    • Cover page

    • Table of contents with clickable links

    • Highlighted notes and markups

    • Indexed navigation back to the TOC


Step 7: Share your Submittat

Once compiled, choose how to share:

  • Email directly via Outlook integration.

  • Download as PDF.

  • Copy shareable link — lets customers access the package online. You can track:

    • Who viewed your package

    • Which version was accessed

    • If it was printed or downloaded (with date & time)

Tip: The shareable link can be password protected, open to all users, or restricted to specific email addresses for greater control.

Tips for a Smooth Submittal Workflow

Best Practice

Why it matters

Keep project details current

Prepared By, Customer, and Address flow into cover pages automatically.

Use notes strategically

Submittal Notes roll up into a clean summary and appear across datasheets and markups.

Leverage hyperlinks

TOC and datasheet links make navigation easy for customers.

Use shareable links over email attachments

Track who viewed, printed, or downloaded your package.

Need help? Visit the Parspec Training Academy or use the in-app support chat.

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