The Builder product card

The product card is the list of products in your submittal, on the Sheet tab of the Submittal Builder.

What you see

Each row is one product. The columns are:

Type — the product's code, like FC-06. Codes always show in capital letters.
Product — the description and the manufacturer.
Part number — each part of the order code, in its own box.
Qty — how many. This column only shows if quantities are turned on.

The card shows the first 7 products. Click the Show more button at the bottom to see the rest.

Edit a row

Click the Type, the description, the manufacturer, or the Qty.
Type the new text.
Press Enter to save. Press Esc to cancel.

Find and filter

All — shows every product.
Needs review — shows only products with a problem.
The search box (Type, maker or part #) finds products as you type.
+ Add — add a new product. Search the catalog, or upload your own cut sheet PDF.

Things to check

When the Builder is done, it checks each product. A product with a problem turns yellow. A box at the top says how many things to check. Click Review, or the Needs review filter, to see just those rows. You may see:

No part number yet. Click Add part number.
Looks like a file name, not an order code. Click Edit part numbers.
Options not selected yet, like FINISH or COLOR. Click Edit part numbers and pick the real option.
Out of A–Z order. Click Sort A–Z, drag the row where it goes, or click Dismiss if you want it there.

If you sort by Manufacturer, Description, or Part number, the Builder will not flag the A–Z order.

Flags on part numbers

Part number boxes with a dashed yellow border are flagged. Blue boxes have a note. Point at a box to read its note or flag.

Change the order

Drag: grab the dots on the left of a row. Drag it up or down. You can also press Alt and the arrow keys.
Sort: click the sort button (the up and down arrows). Pick Type (A–Z), Manufacturer (A–Z), Description (A–Z), or Part number (A–Z).

A new submittal starts in A–Z order by Type. When you open an old one, it keeps your order. The PDF prints in the same order as the card.

Show or hide columns

Click the gear button (Configure table). Then check or uncheck:

Show quantity — this also changes the printed PDF.
Show product image — shows an image box on each row. Click the box to upload an image.
Show configuration fields — shows your company's custom fields under each product. You only see this if your company has custom fields.

Product images are off unless your Doc Template turns them on.

Set the review stamp

Click the status chip in the toolbar. Pick Draft — no stamp, Approved, Approved as noted, Revise & resubmit, or Rejected.

The product window

Click a product's part numbers, or the ⋯ button on its row. A window opens for that one product.

Edit part numbers

Paste the full order code in Paste an order code.
Click Add as 1 part to keep it whole. Or click Split into to break it into parts. Hyphens and spaces are kept.
Click Add part number to add a blank row.
Drag the handle on a row to move it. You can also use the arrow keys.
Click Add note to write a note. Click Flag to show it as a warning. Click the trash can to delete the row.
Check On the Products summary to see how it will print.
Click Save part numbers. Or press Ctrl+Enter (⌘+Enter on Mac).

The cut sheet shows on the right. Use the zoom buttons or Fit width to read it.

Tools for this product

The This product row at the top has more tools. Each tool opens inside the same window. Click the X (Back to cut sheet) to go back.

Choose pages — click the cut sheet pages you want to print, or check Print all pages. Click Save selection.
Highlight parts — the Builder marks the part number on the cut sheet. Drag a box to move it. Click Add highlight to add one. Click Confirm for print to save, or Discard to throw them away.
Swap cut sheet — search the catalog for a new product and click Swap. Or click Upload a cutsheet PDF (replace this one).
Markup — add callouts, flags, boxes, circles, clouds, lines, text, or a review stamp. Click Save markups.
Edit text — change the Title, Description, or Manufacturer. Click Save. The Type code stays the same.
Custom fields — fill in your company's custom fields, like Color or Finish. Click Save.
Auto-configure — opens a chat to build the part number. Type what you need, like "make it 4000K". Click Apply to fixture.
Remove — takes the product out of the submittal. The app asks you first. You can't undo this.

Common questions

Where did the Edit tab go? It was removed. Its tools are now in the product window.

I changed a product. Why is Generate PDF on again? Any change makes your PDF out of date. Click Generate PDF to make a new one.

I can't drag rows. Click All and clear the search box. You can't drag while a filter or search is on.

Custom fields says "No configuration fields yet." Your company has no custom fields. Add them in Doc Template, on the Products / Summary tab.

Why don't I see product images? Your template has them turned off. Click the gear and check Show product image.