Using Folio Sheets

Folio Sheets is a new service offering agents automated cut sheet highlights. After mapping the desired manufacturers in OASIS, any part number matches found by the submittal editor will automatically pull in professionally highlighted, ready-to-send cut sheets. 

Folio automatically pulls in cut sheets when a match between the manufacturer and part number is identified in the submittal editor. Users may notice the text [Lookup ...] appear as Folio processes the request.

Note: If an attribute is not specified, you can enter a single asterisk (*) to skip the highlight for that attribute section. For example, if entering a part number "550C-RD-*-MB", where * = size, Folio Sheets will skip the highlight for the size attribute section on the cut sheet.

Once a match has been identified, the highlighted cut sheet will populate in the submittal. OASIS will apply the user's default highlight preferences to any cut sheets pulled in by Folio Sheets. To learn how to modify highlight preferences, read our Submittal Page Editor help article.