Add a Submittal Item

On the submittal table, each submittal item row corresponds to a submittal that a subcontractor must provide. You can add submittal items individually.

To add a submittal item:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Submittals, and select Submittals.
  3. On the Submittals page, select Add.
  4. In the Add Submittal dialog box, complete these required fields:
    • Name: The name of the submittal item.
    • ID: A unique identifier for the submittal item.
    • Section: Which spec section heading the new submittal will appear under on the submittal table. In the Select Spec Section dialog box, you can choose an existing section or create a new one.
  5. In the Add Submittal dialog box, complete these optional fields as needed:
    • Submitting User: The subcontractor user who is responsible for uploading the submittal document.
    • Submit By: The date by which the subcontractor must provide the submittal document.
    • Select File: A file associated with the submittal.
  6. Select Add or Save & Add Another.