Project Leaders on Submittal Exchange
In This Section
Adding Custom Columns to a Project Log
Editing or Deleting Custom Columns
Adding a New Specification Section
Importing Expected Sections and Items
Allowing Teams/Companies to Upload to a Posting Only Log
Backing Out an Architects Review
Changing a Submittal to a Closeout or a Closeout to a Submittal
Changing an Expected Item from a Submittal to a Closeout or from a Closeout to a Submittal
Edit Log Settings for Project Leaders
Reorder Project Roles on the Project Team Page
Deleting Expected Items as a Project Leader
Editing Multiple Expected Items
Enabling Phases at the Log Level
How a Project Leader Can Add a Custom Column
How a Project Leader Can Edit Punchlist Status Options
How a Project Leader Can Edit the Reminder Turnaround for a Punchlist Log
How a Project Leader Can Enable or Disable Automatic or Manual Updates for a Punchlist Log
How to Download an Existing Archive
How a Project Leader Can Request a New Archive
How to Use Bulk User Import to Add Multiple Users to a Project
How Can I Hide Team Members from Other Team Members?
How to Delete a Punchlist Item
How to Edit a Milestone in Submittal Exchange for Design as a Project Leader
How to Remove a Team Member from the Project as the Project Leader
How to Renumber Submittals as the Project Leader
How to Set a Milestone in Submittal Exchange for Design as a Project Leader
How do I Set Project Milestones for Construction Projects
How to Switch Roles on a Project
How to Undelete Multiple Items
Moving a Submittal to Another Section
Rejecting Submittals Back to Subcontractors as a General Contractor or Construction Manager
Removing a Category from a Log
Uploading Photos to an Existing Gallery as a Project Leader or Gallery Owner
Using the Event History as a Project Leader, Filtering by Event Type
Using the Event History as a Project Leader, Filtering by User
What are the Automatic Updates Options
Last Published Thursday, May 29, 2025