Submittal Generator Updates – September 2016
A new version of the Submittal Generator has been released. A number of small issues have been addressed. Highlights for the main functionality improvements included in this release are below.
Improved Markup Validation
In the past many documents were showing as marked up when they may not have been modified yet. This has been corrected. Unmarked documents will now show correctly as unmarked until the user selects the document and applies markups from the editing tools. It will then show as “Marked”. If all markups are removed or the “Clear” functionality is used the document will show as “Unmarked” again.
New Search Improvements
When searching for a spec sheet, all spaces will be trimmed from the end of the catalog number to ensure a better match. Spaces were sometimes brought over from quote imports and may have negatively impacted searching for specific documents.
New “Find Document” Grouping and Filter Features
To reorganize the “Find Document” grid, you can drag a column heading to the grouping bar located under the “Upload Document” icon.
Once you move the chosen column headings to the bar, these groupings will become your default view for other searches on current and future submittals. They are stored to your specific user ID until removed. If you wish to reset the back to the default view, click the “Clear Filters” button in the upper right hand corner of the window.
You can also set specific filters for the columns by clicking on the funnel symbol and selecting the desired criteria.
For example, if you want to filter the “Doc Type” column to only show “Spec Sheet” documents, click on the funnel icon in the “Doc Type” column, select “Spec Sheet”, and then click the “Filter” button.
The filter results will show per the image below. Just as with the column groupings, the column filters will also default as your view for future searches. You can remove the filter individually by clicking on the funnel icon and then clicking the “Clear” button. If you wish to remove all filters and groupings that are stored to your profile, use the “Clear Filters” button.
