Table of Contents
- Title and Copyright Information
- About This Guide
- About Consent Notices
- Submittal Exchange for Outlook
- Access/Permissions
- How Can I Get Submittal Exchange Pricing?
- User Registration
- Adding a New Project to Submittal Exchange
- How to Upload or Change Your Company's Logo on the Submittal Exchange Website
- Submittal Exchange User Name
- How to Reset a Password
- Creating New Roles
- Editing Roles
- Copying Existing Roles from One Project to Another
- Adding Team Members to a Project as a Project Leader
- Adding Team Members to a Project as a General Contractor or Construction Manager
- Adding Team Members to a Project as a Subcontractor
- Disabling a User Account
- Exporting Company User List
- How Does the Clone Setting Feature Work?
- How to Fix a User Assigned to an Incorrect Company
- How to Download an Item Without a Submittal Exchange Account
- Preferences/Settings
- Navigating Submittal Exchange Menus and Tabs
- Navigating Submittal Exchange Project Logs
- Adding a Category or Section to a User's Account
- Adding Specifications Sections to a Project
- Changing an Office Location or Address
- Changing/Editing Office Addresses in Submittal Exchange
- Controlling Email Notifications
- Deleting and Renaming Files in My Library
- How to Adjust the Frequency of Email Notifications
- How to Set Submittal Turn-Around Time on a Project
- How to Update the Displayed Project Number to Your Internal Project Number
- Uploading Project Specification Manual
- 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 Team Members
- 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
- Using Adobe Acrobat Flattening Tool
- Checking PDF File Security
- Creating a Zip File
- Downloading Dropbox
- How to Clear Browser History and File Cache
- How to Update Java
- Not Receiving Emails from Submittal Exchange
- Uploading a Stamp to Adobe Acrobat
- Uploading Files to My Library from Dropbox
- Uploading to Hightail
- What is a PDF Printer/Converter?
- What are the Recommended Browsers for Submittal Exchange?
- What Kinds of Files Can Be Uploaded to Submittal Exchange?
- Why Won't Files Upload? (Common Reasons)
- 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?
- Project Leaders on Submittal Exchange
- Adding a Category
- Adding a Category to a Log
- Adding a Log
- Adding Custom Columns to a Project Log
- Editing or Deleting Custom Columns
- Adding a New Specification Section
- Adding Expected Items
- Importing Expected Sections and Items
- Allowing Teams/Companies to Upload to a Posting Only Log
- Backing Out an Architects Review
- Changing a Section Name
- 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
- Changing Email Notifications
- Changing Log Types
- Delete a Section
- Deleting a Log
- Reorder Project Roles on the Project Team Page
- Deleting Expected Items as a Project Leader
- Editing Expected Items
- Editing Multiple Expected Items
- Exporting Log Data
- 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 an Item
- How to Undelete Multiple Items
- Manage Drawings
- Moving a Submittal to Another Section
- Rejecting Submittals Back to Subcontractors as a General Contractor or Construction Manager
- Removing a Category from a Log
- Reordering Categories
- Reordering Logs
- Restrict Log Access
- Uploading Photos to an Existing Gallery as a Project Leader or Gallery Owner
- Editing a Photo Gallery
- Downloading Photos
- Uploading Previous Files
- 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
- Subcontractors on Submittal Exchange
- Adding Additional Submittal Items as a Subcontractor
- How to Combine Expected Items as a Subcontractor
- Removing Users from a Project as a Subcontractor
- Uploading a RFI to Multiple Categories as a Subcontractor
- Uploading a Submittal Item as a Subcontractor/Contractor
- What Email Notification Options are Available to Subcontractors?
- General Contractors/Construction Managers on Submittal Exchange
- Adding Expected Dates and Additional Information to Expected Items
- Adding Expected Items
- Backing Out a General Contractor or Construction Manager Submittal Upload
- Changing an Expected Item from a Submittal to a Closeout or from a Closeout to a Submittal
- Combining Multiple Expected Items into One Submittal Line Item When Uploading
- Deleting Expected Items
- Deleting Expected Dates
- Initial Uploading of a Submittal as a General Contractor or Construction Manager
- Initial Uploading of a Submittal as a General Contractor or Construction Manager using the Form Editor
- Logging a Hardcopy Submittal from a Subcontractor and Uploading the Scanned File as a General Contractor or Construction Manager
- Logging Hardcopy Submittals Received from a Subcontractor and Sent as a Hardcopy to a General Contractor or Construction Manager
- Removing Someone from a Project as a General Contractor
- Renumbering Submittals as a General Contractor
- Returning Submittals to Subcontractors
- Reviewing and Releasing a Subcontractor's file as a General Contractor or Construction Manager
- Reviewing and Releasing a Submittal as a General Contractor or Construction Manager Using Submittal Exchange's PDF Editing Tool
- Reviewing and Releasing a Submittal as a General Contractor or Construction Manager Using the Form Editor and Integrated PDF Editor
- Reviewing and Releasing a Submittal as a General Contractor or Construction Manager Using Your Personal Editing Tools
- Reviewing and Releasing a Submittal Using the Form Editor as a General Contractor or Construction Manager
- Uploading a Hard Copy Submittal as a General Contractor or Construction Manager for a Subcontractor, Utilizing the Form Editor
- Uploading an RFI to multiple categories as a General Contractor or Construction Manager
- What Email Notification Options Are Available to General Contractors or Construction Managers?