Step 1: Generate Your Drafts
Navigate to the Products page.
In the product list, select the items you want to include in your submittal package by clicking the checkbox to the left of each product row. You can select one, multiple, or all products.
After making your selections, click the "Generate Drafts" button.
This action automatically takes each selected product's information (the cut sheet, description, part number, etc.) and formats it onto a new, individual page with your company's standard header and footer.
These new pages are now available in the "Submittal Drafts" section of the application.
🤔 Why is This a 2-Step Process? (The Logic)
This two-step workflow is designed to give you maximum control and flexibility. The easiest way to think about it is as a "Library" vs. a "Project Binder."
Your Products Page is Your "Master Library." This list contains all the products your company might ever use. It’s a reusable, central database. You want to keep this data clean and unchanged, as it's the single source of truth for all your projects.
The "Submittal Drafts" Page is Your "Project Binder." When you "Generate Drafts," you are copying items from your Master Library and placing them into a specific Project Binder.
This separation is crucial because it allows you to:
Assemble & Organize: Safely gather all the products for one specific job without affecting your Master Library.
Manage Granularity: You can review, re-order, or remove individual pages from this one submittal binder without having to find and edit the original products in your main database.
Prevent Errors: It keeps you from accidentally changing a master product's quantity or description when you only meant to change it for a single project.
Scale: As you accumulate hundreds of products, this "staging area" is essential for building and managing many different submittal packages for different jobs at the same time.
➡️ Step 2: Create the Final Submittal
Once your drafts are generated:
Go to the "Submittal Drafts" section.
Here, you can preview all your individual pages, set their order, and make final checks.
When you are satisfied, click the "Create Submittal" button to combine all the separate draft pages into a single, complete, and shareable PDF document.