Adding a Category to a Log

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

Select Categories at the top of the box with the sections listing.
Select Add New below the box. A dialog box appears, allowing you to enter multiple new categories at one time.
Enter the categories and select Save.
Go to the Preferences tab, and select the log to which you want to add the category.
- Select the appropriate boxes for the new category.
Go to the Project Team tab, and select team members who require access to the new category.
- Add the category to their settings.
  Note: Team members require access to upload a category or log or receive notifications about documents in a category or log.

Last Published Thursday, May 29, 2025