Reviewing and Releasing a Submittal as a Consultant Using Form Editor and Submittal Exchange's PDF Editor Tool

When logged into Submittal Exchange, select a project and go to the appropriate log. The submittal items that require your attention will appear in red.

  1. Select the description of the submittal you are reviewing. A dialog box appears.
  2. Select the applicable Action Code using the drop-down list. If the item requires it, select Requires resubmittal.
  3. Select the form editor icon. The dialog box changes.
  4. Complete the information on the form.
  5. Select the PDF editor with previous file icon.
    • This will launch the PDF editing tool with Java. Within the first page select Continue.
    • Select Run in the dialog box.
  6. After Java is installed, the file will open. Use the editing tools at the top of your screen to add comments and markup the document.
  7. When finished, select Save in the upper left hand corner. The Submittal Exchange Form Editor dialog box displays the file name.
  8. Select Save and send. Your reviewed file uploads and an email notification is sent to the Final Reviewer.

    Notes:

    • If you do not have Java installed on your computer, you will be prompted to install it the first time you use the tool.
    • The speed of PDF editor is based on the size of your document, the speed of your internet, and the speed of your computer.

Last Published Thursday, May 29, 2025