Adding a Log

When logged into Submittal Exchange, select a project and go to the Sections & Categories tab.

  1. Select Categories at the top of the box with the sections listing.
  2. Select Add New below the box. A dialog box appears, allowing you to enter multiple new categories at one time.
  3. Enter the categories and select Save.
  4. Go to the Preferences tab.
  5. Select Add new under Project Logs. An Add New Log dialog box appears.
    • Enter a Log Name.
    • Select a Log Type.
    • Select the categories needed within the log.

      Note: Categories can be rearranged or new categories can be added.

      • Drag-and-drop category name to re-order.
      • Use the Add New Category link to create add a new category.
  6. If new categories were created for the log, go to the Project Team tab.
    • Add the new categories to the team members that will be involved with the log.

      Notes:

      • Only a Project Leader can add a log.
      • After adding a new log, you will need to edit the Project Team to add the log to individuals that need to see it, upload to it, review it, and receive emails about it.
      • Contact your Submittal Exchange administrator to enable the Public Planroom.

Last Published Thursday, May 29, 2025