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. Select 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 compared to just the highlight's location on the page. 

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 .