Highlighting and Learning Cut Sheets in O4

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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 OASIS_Icon.PNG icon.

2. Select Submittals from the drop-down list.

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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 Edit_Button.PNG.

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6. The submittal will appear in edit mode.

7. Click a page.

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8. The Submittal Page Editor will appear.

 

Creating Highlights

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

  •  Save_1.png - save changes
  • mceclip3.png- print the page
  • Copy_1.png  - copy selected
  • Paste_1.png  - paste copy
  • mceclip2.png - duplicate selected object up, down, left, or right
  • mceclip4.png- add or create a stamp from selected object
  • Vector__2_.png   - select object
  • Group_235.png- add highlight
  • Vector__1_.png- add an oval
  • Line_2.png    - add a line
  • Vector__3_.png- add an arrow
  • TrashIcon_2.png  - delete selected object

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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.

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Click Ok.png to apply the changes. Click Set_As_Default.png 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.

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Learning All Pages

1. Select Tools, then Learn All.

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

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3. Click Learn_All.png. 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 exit.png.

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