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View as MarkdownChoose Equipment Scope
Decide which register entries and which of their documents a submittal package includes.
The slowest part of any submittal is deciding what goes in it, one cut sheet at a time. Here you scope entries from the Equipment Register into the package, and their documents follow automatically.
Include and exclude
Every entry on the submittal page carries an Included / Not included switch. To move faster, use the checkboxes: select several rows and the bulk bar lets you Include, Exclude, move them into a subgroup, or delete them in one action. Equipment excluded from this submittal stays on the register and in any other package that uses it.
Grow the list without leaving the page
- + Subgroup adds a named group (a panel, a station) with its own equipment tag.
- Add Item searches your part library and adds parts directly to the package.
- If a part doesn't exist yet, create a brand-new one from the same panel; it joins the library too.
- Import BOM runs a BOM import scoped to this submittal, so imported rows land already included.
Choose each entry's documents
Expand an entry to see the documents it brings: datasheets and manuals from the part library, and the entry's own uploads such as site photos and configuration summaries. Include or leave out any individual file, or upload a document that belongs to this entry alone. Readiness counts at the top of the list show how many parts still lack a datasheet or manual, with filters to find them.
Use the same equipment elsewhere
Use elsewhere offers two moves:
- Share. One equipment list, live in both submittals. A change made in either shows up in both. This is how an O&M manual stays in step with the action submittal it came from.
- Clone. An independent copy as a starting point. Swap parts freely; the original is never touched.
Where documents land
Routing rules place each document into a section by its role or its part category: the template sets sensible defaults (datasheets into Product Data, for example), and each section in Configure sections can take a category rule of its own. For one stubborn file, set a per-document override to include, exclude, or move it; overrides are listed at the bottom of the section list, one click from removal. Rules that deliberately keep a category out appear as "Left out by default" chips.
Every scope change marks the last compiled PDF stale, so you can never issue a package that silently missed an edit.
Updated Aug 15, 2026
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