The Submittal Subscription Service is designed to save time when creating or generating submittals by allowing users to download cut sheets from a manufacturer. Please contact OASIS Support at support@oasissalessoftware.com for a list of manufacturers that provide this service through OASIS. This article will explain how to set up and update cut sheets through the Submittal Subscription Service in O4.
Setting up the Submittal Subscription Service
1. Click the icon.
2. Select Submittals from the drop-down list.
3. The Submittal Listing will appear.
4. Click Tools, then Setup Subscriptions.
5. The Setup Subscriptions page will appear. Brands that utilize the Submittal Subscription Service will be listed. Note: if the page is blank, contact OASIS Support at 501-843-6750 or support@oasissalessoftware.com.
6. Locate the necessary brand, then click to map it to a manufacturer entry in your database.
7. A search window will appear. Select the correct manufacturer entry and click .
8. The manufacturer entry will appear in the brand's set up. Continue mapping manufacturers as needed, then click . The manufacturers will be set up for the Submittal Subscription Service.
Updating the Submittal Subscription Service
1. Click the icon.
2. Select Submittals from the drop-down list.
3. The Submittal Listing will appear.
4. Click Tools, then Update Subscriptions.
5. The Update Subscriptions page will appear. Click .
6. A new page will appear showing all brands that have been mapped to a manufacturer entry in OASIS. Each manufacturer will show a status of Not Started, Running, and Complete. The status of all manufacturer updates will appear at the top of the page. Users can leave this page and continue working in O4.
7. Once all updates are complete, the status at the top of the page will show Complete.
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