How to: Use the custom preamble tool.
Environment: Comsense Advantage
In this article:
Preamble Generation Methods
Preambles are section of a submittal that describes how to read the document. Preambles may include general notes, swing charts, or any other information that is useful to the reader. Comsense has two preamble generation methods:
- Using the custom preamble tool
- Using a Generic Preamble Document
We recommend using the custom preamble tool if your preambles are different for most projects. We recommend using the generic preamble document if your company's preambles are the same for most projects. Your company should only use one preamble generation method because of the nature of the file location and system behavior. If you are unsure which preamble method is best for your company, Contact Support.
Custom Preamble Documents
The custom preamble tool creates a preamble using different preamble sections. Preamble sections are a portion of your preamble such as general notes or swing charts. The preamble tool allows you to upload different sections to the system and select the required sections at the time of preamble generation.
Your common folder is prepopulated with two empty .doc preamble files. The empty files are called:
- DF Preamble.doc
- Hdw Preamble.doc
Do not remove these files or update the document contents. The files must be in the common folder and be empty for the custom preamble document tool to function properly.
Adding Preamble Sections
Before uploading the preamble sections to Comsense, you must complete and save the preamble section word documents as individual files .doc files e.g. General Notes.doc, Swing Chart.doc, Keying Information.doc, etc. Always be aware of formatting and how it behaves with the submittal tool options e.g. headers, footers, margins, etc.
*Tip: Use Key Fields to auto-populate project data in the preamble sections.
Accessing Preamble Sections
Advantage > Maintenance > Preamble Sections
Uploading Preamble Sections
Preamble sections sort by the type column in ascending order numerically and alphabetically. If there is a standard of preference for your company, we recommend numbering each section type in your desired order using a three-digit value e.g. 001 General Notes, 002 Hardware, 003 Swing Chart, etc.
In the fillable line item:
- Enter the section type & section description
- Click ...
In the File Explorer:
- Select the .doc file
- Click OK
- Repeat steps 1-4 for each section
- Click OK
The preamble sections are now available for the custom preamble document tool.
Creating a Custom Preamble
You must create the custom preamble for your project in the Preamble window before creating your submittal with a preamble.
Advantage > Detailing > Preamble
Selecting the Preamble Sections & Options
*Note: Always confirm the project number before creating the preamble.
In the Preamble window:
- Select the required preamble sections using the Select checkboxes
In the Preamble Template pane:
- Select Hardware or Door-Frame
In the File Options pane:
- Select Append or Replace
- Append adds the selected sections to the current file
- Replace replaces the current file with a file containing the selected sections
- Click Create Preamble
- The word document will open
If your preamble requires any minor modifications:
- Update the word document
- Click Save
Your project now has a custom preamble for your project's submittal. The preamble file is in the project's related documents folder.
Using the Preamble in a Submittal
To use the preamble in your submittal, Add the preamble as the first line item in the New Submittal Tool.