Submittals Module
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 creating a project and BOM. This project will store all of your bill of materials, submittals, quotes or O&M packages.
Upload a Product ListWhen creating your BOM, there are multiple ways to upload your list of products. Learn how to upload your list whether it's a PDF or excel sheet format.
Find and Add DatasheetsAfter importing your BOM, you can begin to find or add datasheets within our database of 1500+ manufacturers and 1.5 million datasheets.
Customize Submittal FormattingUse Contents formatting to order your documents in your Submittal or O&M package and select how you want your kits to be displayed. Learn how the contents behavior feature works…
Compile a Submittal or O&M PackageOnce you're ready to compile your submittal or O&M, you'll be able to customize and finalize your package with templates and displayed fields.
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 take an existing submittal and aggregate it into one.
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.
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.