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Getting started

What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

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

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications Spec Check

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Settings & Billing

Library Vocabulary

Keep categories, tags, punch terms, manufacturer names, and policy documents consistent across every project.

Vocabulary rots quietly: "Allen-Bradley", "Allen Bradley", and "AB" become three manufacturers, and "VFDs" and "Drives" become two categories that each hold half your drives. The Library group in Settings is where you keep one shared vocabulary that every project draws on.

Part categories and tags

Categories and tags are what your part library speaks, and they matter beyond labeling: section routing rules key off categories, deciding where a part's documents land when you configure submittal sections.

  • Aliases. Give a category or tag the other names people use for it. Search matches aliases too, so "VFD" finds Variable Frequency Drive.
  • Merge. Fold a duplicate into the keeper. Its part assignments and aliases move over, and the old name becomes an alias, so nothing that pointed at it breaks.
  • Archive. Retire a term you no longer use without disturbing the parts that carried it.

Walkthrough 7 steps · 0:44 video

  1. Library Vocabulary, step 1: the screen with the control outlined
    Step 1 of 7 The Library group in Settings keeps one shared vocabulary. Open Part taxonomy.
  2. Library Vocabulary, step 2: the screen with the control outlined
    Step 2 of 7 Search matches aliases too, so VFD finds Variable Frequency Drive.
  3. Library Vocabulary, step 3: the screen with the control outlined
    Step 3 of 7 Aliases are the other names people use for a category. Add one here.
  4. Library Vocabulary, step 4: the screen with the control outlined
    Step 4 of 7 Merge folds a duplicate into the keeper. Its parts and aliases move over, and the old name becomes an alias.
  5. Library Vocabulary, step 5: the screen with the control outlined
    Step 5 of 7 Punch list vocabulary holds the Status, Severity, Category, and Source type lists every punch item speaks.
  6. Library Vocabulary, step 6: the screen with the control outlined
    Step 6 of 7 Manufacturers carry the alternate spellings that resolve to them on BOM import and in search.
  7. Library Vocabulary, step 7: the screen with the control outlined
    Step 7 of 7 Policy documents keep reusable PDFs, like your safety manual, for a submittal's Company Policy section.

Punch list vocabulary

The Status, Severity, Category, and Source type lists every punch item speaks live here. Each Status carries an open, closed, or not-counted meaning, so your punch lists can count what's actually outstanding no matter what your team calls the states.

Manufacturers

Manufacturer profiles carry the alternate spellings that resolve to them, both on BOM import and in search. When duplicates slip in anyway, merge them the same way as categories: assignments move, the old spelling survives as an alias.

Company policy documents

Reusable PDFs, like your safety manual or insurance certificate, live under Policy documents. A submittal can pull any of them in as a Company Policy section, so the same current safety manual lands in every package that needs one, and updating the PDF once updates what every future compile includes.

Do the vocabulary cleanup once, before your next big import. Merging five manufacturer spellings takes two minutes in Settings; chasing them across forty parts later takes an afternoon.

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Updated Oct 10, 2026

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