Highlighting and Learning Cut Sheets in O4

O4 allows users to highlight specific information on a cut sheet as it relates to a catalog number. O4 can remember these highlighted portions of a cut sheet for later use, known as “learning”. The highlighted cut sheet will then automatically load the next time the catalog number is used on a submittal.

1. Click the  icon.

2. Select Submittals from the drop-down list.

3. Create a submittal or open an existing submittal. Note: For more information about creating a submittal from scratch, click here. For more information about creating a submittal from an existing project or order, click here.

4. The Submittal Editor will appear.

5. Click .

6. The submittal will appear in edit mode.

7. Click a page.

8. The Submittal Page Editor will appear.

Creating Highlights

Users can utilize the vertical toolbar to interact with the page.

•   - save changes
• - print the page
•   - copy selected
•   - paste copy
•  - duplicate selected object up, down, left, or right
• - add or create a stamp from selected object
•    - select object
• - add highlight
• - add an oval
•     - add a line
• - add an arrow
•   - delete selected object

Note: Users may also click and drag on the page to create a highlight.

Once a highlight is drawn on the page, double-click a highlight to edit its properties.

• Color- the color of highlight. Click the color to customize.
• Transparent- make the highlight transparent (no color).
• Border- the color of the border. Click the color to customize.
• Border Width- the width of the border (0 - 5, where 0 = no border).
• Text- text within the highlight.
• Font Color- the font color of the highlight's text.
• Bold- bold the highlight's text.
• Italic- italicize the highlight's text.
• Font- the font style of the highlight's text.
• Font Size- the size of the highlight's text (5pt -32pt).
• Horizontal Alignment- align the text horizontally within the highlight.
• Vertical Alignment- align the text vertically within the highlight.
• 'Remember' font and colors when 'learned'- remember the highlight's properties when learning cut sheets.

Click to apply the changes. Click to make the highlight's properties the default highlight. Note: setting the default will apply to all submittals and is user specific. 

Learning Highlights

Once a page is highlighted, users can learn pages individually by line or for the entire submittal. 

Learning Pages by Line

1. Right click a page.

2. Select Learn Item from the drop-down list.

3. The highlights for the catalog number will be learned for future use.

Learning All Pages

1. Select Tools, then Learn All.

2. The Learn All ... pop-up will appear asking if the user wishes to learn all highlights in the submittal.

3. Click . All highlights will be learned for future use.

4. The pop-up will note the changes made to the cut sheets. Exit the pop-up using .