General
The Submittal123™ system can help suggest the correct documentation for your lines by using our Auto Suggest Documents function. Using the “description” field and the “folder” that was chosen for that line of your submittal package line, our program will search the folder for you to help find documents with names and search names similar to your description.
For a quick Video Demonstration go here: Auto Suggest Documents
Start
To start this process, press the “Auto Suggest Documents” button (see picture below). Auto Suggesting will only look at lines with no documents, so use this function before placing any option or secondary sheets on the line. It will also only put a document on the line if it receives an exact match. Lines requiring you to choose between two choices will require you to use the “Suggest Document” button on each line.
Disclaimer
You will receive a disclaimer notification that you need to agree to before the Submittal123™ system will suggest any documentation.
By accepting the disclaimer you are agreeing that you will double check all documentation that is placed on the line for you by the Submittal123 system, and that you don't hold lumnus responsible for the document suggest. It is exactly that – just a SUGGESTION – and an attempt to help you speed up the process of putting documents on each line.
Suggesting
Once you have agreed to the disclaimer, the Submittal123™ system will look at each line description and attempt to match it to a document in that line's folder with a similar name or search name. If it finds ONLY ONE match, it will place that match on the line. Again, the system can help you with suggestions on these lines, but you need to use the “Suggest Document” function on each line.
Reviewing
Once the available suggestions have been made, you can review the documents by clicking on them to open and view them, and remove if necessary by pressing the red “X” next to the document.
If a line didn't receive an auto suggested document, you can still find some suggestions by pressing the “Suggest Document” button on that line. More than likely there are several options to choose from.
