OASIS provides users will several options to customize the print of the submittal. This article will explain and define the different options available within the print screen.
1. Navigate to the Submittals page.
2. Double-click to open an existing submittal.
3. Select "File."
4. Select "Print."
5. The "Print Submittal" window will appear.
The General Tab
1. Use this tab to define the general options for the submittal print.
- Output to: select the print output.
- PDF- the submittal prints to PDF
- Send Message (email)- the submittal sends in an email as a PDF attachment
- Send Message (email as link)- the submittal sends in an email as a downloadable link.
- Cover letter (title page)- include the title page of the submittal in the print
- Transmittal- include the transmittal in the print, which includes will print options from the Transmittal tab on the print window, and the bill of material
- Submittal Letter- include the submittal in the print, which prints the bill of material
- Note: it is recommended that users select either the Transmittal or the Submittal Letter since the bill of material would be duplicated.
- Pages- includes all cut sheet pages
- Type Cover Page- include a cover page for each type on the submittal
- Show Quantities- show the quantity on the submittal print
- Hide Descriptions- hide descriptions on the submittal print
- Hide Notes- hide notes on the submittal print
- Save as attachment- save the submittal as a PDF in the attachments tab
- Show Lead Times (shipping estimates)- show the lead times on the submittal print
- Use Customer Logo- use a customer logo for the submittal print. Note: this logo is found on the "General" tab of the customer editor. For more information, click here. A customer must also be selected in the "Addressed To" tab of the submittal print options.
- Print front and back (duplex on)- print the submittal pages front and back
- Cap file size to- max file size for the "Send Message (email as link)" output option
The Transmittal Tab
1. Use this tab to label the contents and reason for the transmittal.
2. Enter a number into the "Copies" field to define the number of copies for transmittal if you are manually attaching multiple copies via fax or email. This does not impact the print in OASIS.
The Selected Pages Tab
1. Use this tab to filter certain catalog numbers from printing by checking the checkbox in the "Sel" column.
2. To select all, click the "Select All" button.
3. To select none, click the "Select None" button.
The Addressed To Tab
1. Use this tab to select a contact by checking the checkbox in the "Sel" column.
2. To add a contact, select the "Add Contact" button.
3. To select none, click the "Select None" button.
4. To select all, click the "Select All" button.
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