How to Create a Public Plan Room on a Design Project

When logged into Submittal Exchange, select a project and go to the Preferences tab to create a Public Plan Room for a Design Project.

  1. Below the list of existing logs, select Add New. An Add New Log dialog box appears.
  2. Enter a name in the Log Name field (ex. Plan Room, Bid Documents).
  3. For the Log Type select Type 6, which is a Design posting log, no review (Design Documents, Planroom, Drawings, Specs or similar)
  4. Choose Enable Public Planroom.
    • The URL will fill in the beginning of the Project name / Log name.
    • Adjust the auto-filled URL portions if needed.
  5. (Optional) Enter a password for log.
  6. Select the categories to be included in this log.
    • Common Categories: Drawings, Specifications, Addenda
  7. Select Save.

Last Published Thursday, May 29, 2025