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Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

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Help Submittals

Choose Equipment Scope

Decide which register entries and which of their documents a submittal package includes.

The slowest part of any submittal is deciding what goes in it, one cut sheet at a time. Here you scope entries from the Equipment Register into the package, and their documents follow automatically.

Include and exclude

Every entry on the submittal page carries an Included / Not included switch. To move faster, use the checkboxes: select several rows and the bulk bar lets you Include, Exclude, move them into a subgroup, or delete them in one action. Equipment excluded from this submittal stays on the register and in any other package that uses it.

Grow the list without leaving the page

  • + Subgroup adds a named group (a panel, a station) with its own equipment tag.
  • Add Item searches your part library and adds parts directly to the package. Pick a subgroup under Add into, or press + on a subgroup's row to add straight into it.
  • If the part isn't in the library yet, type its catalog number and choose New part. It joins the library too. If that catalog number is already there, the form offers Add that part instead, so the library never holds the same part twice.
  • Import BOM runs a BOM import scoped to this submittal, so imported rows land already included.
  • Export BOM downloads the included equipment as an XLSX bill of materials, grouped the same way as the compiled Bill of Materials.

Choose each entry's documents

Expand an entry to see the documents it brings: datasheets and manuals from the part library, and the entry's own uploads such as site photos and configuration summaries. Include or leave out any individual file, or upload a document that belongs to this entry alone. Readiness counts at the top of the list show how many parts still lack a datasheet or manual, with filters to find them.

Walkthrough 6 steps · 0:37 video

  1. Choose Equipment Scope, step 1: the screen with the control outlined
    Step 1 of 6 Open the submittal you are building.
  2. Choose Equipment Scope, step 2: the screen with the control outlined
    Step 2 of 6 Every entry has an include switch. To change several at once, select rows with the checkboxes.
  3. Choose Equipment Scope, step 3: the screen with the control outlined
    Step 3 of 6 The bulk bar can Include, Exclude, move, or delete the selected rows in one action.
  4. Choose Equipment Scope, step 4: the screen with the control outlined
    Step 4 of 6 + Subgroup, Add Item, and Import BOM grow the package without leaving the page.
  5. Choose Equipment Scope, step 5: the screen with the control outlined
    Step 5 of 6 Expand an entry to see the documents it brings, from the part library and its own uploads.
  6. Choose Equipment Scope, step 6: the screen with the control outlined
    Step 6 of 6 Include or leave out any single file. Don't include keeps it out of this package only.

Use the same equipment elsewhere

On a submittal with no equipment yet, Use equipment from another submittal offers two moves:

  • Share. One equipment list, live in both submittals. A change made in either shows up in both. This is how an O&M manual stays in step with the action submittal it came from.
  • Clone. An independent copy as a starting point. Swap parts freely; the original is never touched.

Where documents land

Routing rules place each document into a section by its role or its part category: the template sets sensible defaults (datasheets into Product Data, for example), and each section in Configure sections can take a category rule of its own. For one stubborn file, set a per-document override to include, exclude, or move it; overrides are listed at the bottom of the section list, one click from removal. Rules that deliberately keep a category out appear as "Left out by default" chips.

Every scope change marks the last compiled PDF stale, so you can never issue a package that silently missed an edit.

← Previous Configure Sections Next → Compile a Submittal

Updated Oct 10, 2026

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