Creating a Submittal in O4

Users can create a new submittal from scratch from the Submittals page in O4. For more information about creating a submittal from a project or order in O4, click here.

1. Click the  icon.

2. Select Submittals from the drop-down list.

3. Click File, then select New Submittal from the drop-down list.

4. The New Submittal page will appear.

5. Enter general information about the submittal. Note: if the submittal is related to an existing project in OASIS, it is recommended to create a new submittal like. For more information, click here.

• Project- the associated project name
• Location- the city & state of the project
• Submitted On- the date the submittal package will be submitted
• Submitted By- the user who submitted the submittal
• Bid Date- the bid date of the project

6. Click .

7. Click to add specifiers to the submittal. Click the top field that appears to select the customer entry, then click the bottom right field to select a contact. Note: users can add up to two specifiers.

8. Click .

9. Enter remarks or notes related to the submittal. Note: remarks will print at the top of the transmittal whereas notes will appear below the bill of material on the transmittal.

10. Click .

11. The Submittal Editor will appear. For more information about building the submittal, click here.