Using the PDF Drag-and-Drop Feature

Users can now drag and drop PDF files directly into OASIS to populate a quote's bill of materials in OASIS Desktop and OASIS Online. This article will explain how to use the PDF drag-and-drop feature. 

Requirements:

• OASIS Desktop must be on release number W1133D1 or later.
• OASIS Online must be on release number W1134C4 or later.

Note: This feature utilizes technology that requires occasional training to recognize PDF page elements. If a bill of materials is not created after dragging and dropping a PDF file, or information is not populating correctly, please send a copy of the file to OASIS Support for troubleshooting. 

1. Open a project.

2. Create a new bid or select an existing one that has a blank bill of materials.

3. Drag the PDF file directly into the bill of materials on the Items tab.

4. The Import Quote Response window will appear. Confirm that everything looks correct, then click Import.

5. The Confirm Import Values window will appear, asking you to confirm that the previously displayed values are correct. Check the checkbox and then click Ok.

6. One or more Map external to internal Manufacturer Identifiers windows may appear, requesting that you map any brands identified in the PDF to manufacturer entries in your OASIS database. For each mapping window that appears, click to browse and locate the correct manufacturer entry, then click Ok. 

Note: Brands only need to be mapped once. Once a brand has been mapped, OASIS will remember the mapping for next time. 

7. The RFQ Response window will appear. Use this window to adjust import options, such as which prices or notes to import, then click Import.

8. The quote's bill of materials will populate.