Submittals Module
By Sorcha and 1 other2 authors18 articles
Submittal 101
Create a BOM, Upload Products, Add Datasheets, Compile Package
How to Compile a SubmittalBuild 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.
How to Find and Add DatasheetsLearn how to organize BOM sections, find and attach datasheets from 1,600+ manufacturers, add datasheets manually, and optimize your model number field for better search results.
How to Create an O&M PackageLearn how to attach documents, use Auto-Select, choose contents formatting, compile your O&M package, and share it with customers — including shareable link tracking.
How to Create a SubmittalThe submittal workflow takes you from a blank project to a polished, shareable package — importing your product list, finding and annotating datasheets, and generating a customer-ready PDF in one…
How to Add and Reuse DocumentsAdd Reuse Document lets you attach the same datasheet, warranty, or other document to multiple line items at once — saving you from repeating the same selection and annotation work…
How to Upload an Existing SubmittalIf you have a previously completed submittal PDF, you can import it directly into Parspec — extracting the product list, preserving annotations, and stripping out old headers and footers so…
How to Create a Project or BOMParspec gives you two ways to get started — jump straight into a BOM for quick product entry, or build a full project structure for larger, multi-scope jobs.
How to Upload a Product ListLearn how to upload your list whether it's a PDF or excel sheet format.
How to Use Parspec’s New Auto-SelectOur upgraded auto-Select is now live and enabled for all accounts—instantly matching the best datasheet to every model in your BOM!
How to Use Opportunities within a ProjectLearn how to use Opportunities to manage multiple scopes, phases, or locations — all within a single project container in Parspec.
How to Mark Up a DatasheetLearn how to mark up a datasheet in Parspec — using AI suggestions, the rectangle tool, free text, rubber stamps, submittal notes, and page controls to build polished annotations.
Submittal 201
Aggregator, Auto-select, Add/Reuse Documents, Mark Ups, and Creating Kits
Add Multiple Documents to a ProductLearn how to easily add multiple documents under the same line item—whether by duplicating the product or using the 'Other Documents' bucket.
How to Create a Kit and ComponentsLearn how to create kits by grouping line items, attach documents at the kit and component level, and control whether components are visible or hidden in your submittal package.
How to Create a Gear and Control PackageLearn how to upload a large gear or control package PDF into Parspec, split it into individual line items per component, assign the correct pages to each, and compile a…
How to Use Auto-Select to Retrieve Previous DatasheetsLearn how to use Auto-Select to automatically retrieve datasheets and annotations from past projects, understand the Selected vs. Annotated status, and configure your Auto-Select preferences.
Submittal 301
Hide Pages, Custom Stamps, Contents Formatting
How to Use Contents Formatting in SubmittalsLearn how Contents Formatting works in Submittals and O&M packages — and when to use Order by Product vs. Order by Document.
How to Create Custom StampsLearn how to create custom stamps in Parspec — design your own reusable tags with custom text, font, and colors, then place and resize them directly on datasheets.
How to Hide or Adjust Pages in a DatasheetLearn how to hide or adjust pages within a datasheet in Parspec — keeping only the pages your customer needs and trimming down your submittal package.