Submittals

Introduction to Submittals

Submittals Basics

Participants and Permissions

Setting Up Submittals

Custom Review Workflow Templates

Navigating the “Submittals” Tool

Creating Spec Sections

Creating Submittal Items

Importing Submittal Items

Creating Submittal Packages

Adding References

Submitting Attachments as the Responsible Contractor

Adding a Custom Review Workflow

Performing Bulk Actions

Submitting Items for Review as the Manager

Reviewing Attachments and Setting Responses

Editing and Annotating Attachments

Creating Revisions

Closing and Distributing Submittals

Notifications for Submittals

Filtering and Searching Submittals

Exporting Submittal Reports

Viewing Submittals on Mobile