Submittals Module
By Ni and 1 other2 authors18 articles
Submittal 101
Create a BOM, Upload Products, Add Datasheets, Compile Package
Submittal WorkflowLearn how to create a Submittal by uploading a list of products, finding and annotating datasheets within Parspec search results.
O&M WorkflowLearn how to generate an O&M Package.
Create a Project or Quick BOMLearn how to start your packages by setting up a project and Bill of Materials.
Upload a Product ListLearn how to upload your list whether it's a PDF or excel sheet format.
Find and Add DatasheetsThis guide walks through how to build, customize, and finalize your submittal package using the platform.
Customize Submittal FormattingUse Contents Formatting to organize documents in your Submittal or O&M package and choose how kits are displayed.
Compile a SubmittalQuickly create polished Submittal & O&M packages from your projects. See how to build, customize, and share them in minutes.
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!
Submittal 201
Aggregator, Auto-select, Add/Reuse Documents, Mark Ups, and Creating Kits
Add/Reuse DocumentsSave time by reusing documents and/or the annotations from the products within your list.
Aggregate Existing Submittals WorkflowLearn how to import and integrate a previously completed submittal package into Parspec to create a unified, editable submittal.
Create a Kits and ComponentsLearn how to create Kits and components in your BOM and how to display it in your quote or submittal package.
Mark Up a DatasheetLearn how to utilize the annotation tools (e.g. box out, rubber stamp, free text) to create markups. Include notes at the header to be highlighted upon the datasheet as well…
Use Auto-Select to Retrieve Previous DatasheetsLearn how to take advantage of the auto-select feature if you are ever needing a datasheet (and even the annotations) from a prior project for an identical product.
Gear and Control Package WorkflowCheck out this video to learn the best way to create the perfect gear package in Parspec!
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.
Submittal 301
Hide Pages, Custom Stamps, Contents Formatting
Chose Between Content Formatting OptionsContent formatting is to order your documents for your package and how you want your kits to be displayed. Learn how the contents behavior feature works below.
Hide or Adjust PagesLearn how to hide or exclude pages within a datasheet that aren't needed.
Set Up Custom StampsAnnotate your datasheet with a rubber stamp. Although there's a library of universal versions, you can also customize your own.