Add a Submittal File
If you are managing submittals, you can add files to them outside of the standard submittal workflow.
Adding a file this way is not the same as submitting a file as a submittal. For that, refer to Submit a Submittal.
To add a file to a submittal:
- In the object selector, select a project.
- In the sidebar, hover over Submittals, and select Submittals.
- On the Submittals page, select the Files detail window.
Note: A screen reader will read the Files detail window as File Attachments.
- In the Files detail window, select Add or Link.
Select Add if you want to upload a new file. Select Link if you want to associate a file that already exists in the open project with the submittal.
- In the Add File or Associate File dialog box, select the file that you want to add to the submittal.
- Select Upload or OK.
Last Published Monday, June 24, 2024