When logged into Submittal Exchange, select a project and go to the Project Team tab.
- Select a team member.
- Select
Gear > Edit. The Edit Team Members page appears.
- From the Member Access Settings section, you can add or delete logs, sections, categories, and phases.
- Choose Select from list, and select logs, sections, categories, and phases.
- Select Done when the edits for each have been completed.
- From the Member Email Settings section, select the following:
- From the Frequency of Email Notifications drop-down menu, select how frequently you want the user to receive email notifications. The default option is User Default.
- Select the Email Notifications you want the user to receive.
- Select Save.
How To/Functions
What is an Archive?
What is the Discussion Forum?
What is the Form Editor?
What is the Review Flow for Log Type 3 (RFI Log)?
What is the Review Flow for the Log Type 4 (RFP Log)?
What is the Review Flow for Log Type 5 (Posting-Only Logs)?
What is the Review Flow for the Log Type 8?
Adding Phases to Expected Items
Adding Punchlist Comments
Can I Upload More Than One File to One Submittal Line Item?
Completing a Punchlist Item
Deleting a Submittal Item
Editing an Item Pending Review in the Punchlist Log
Editing Multiple Team Members
Emailing a Team Member from the Project Team Tab
Adding a Team Member to Multiple Projects
Managing Custom Stamps
External Tools
Generating Reports - Items Needed
Generating Reports - Open Items
Generating Reports - Punchlist Log
Generating Reports - Reviewed Items
How to Adjust the Number of Punchlist Items in the Punchlist Log
How to Delete a Photo Gallery
How to Download Photos
How to Set Turn-Around Time on a Specific Log
How to Use Budget Columns
How to Use the Discussion Forum
How to Use Sort Options in the Punchlist Log
Managing your Access Settings
Moving Items from One Log to Another
Rejecting the Final Reviewer's Response
Reviewing Upload History
Seeing the History of Punchlist Notifications
Sending a Submittal via Email
Sending All Updates for Punchlist Items
Sending Select Activity for Punchlist Items
Uploading a Photo Gallery
Uploading Files to My Library from Your Computer
Uploading to a Design Log
Uploading to the Punchlist Log
Using the Form Editor on Submittal Exchange
Who Has Viewed an Item?
Who Reviewed an Item?
Who Uploaded an Item?
Why Can I Only See PENDING on a Line Item?