Reviewing and Releasing a Submittal as a Consultant Using Form Editor

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.

Select the file that was uploaded by the General Contractor or Construction Manager and save it to your computer.
Open the file on your computer and place your review comments on the file using your PDF editing tools.
When finished, save the file to your computer.
In the Submittal Exchange Submittal log, select the description of the item you reviewed and are ready to release. A dialog box appears.
Select the applicable Action Code using the drop-down list. If the item requires it, select Requires resubmittal.
Select the form editor icon. The dialog box changes.
Complete the information on the form.
Deselect the Use previous file option and select Browse.
Select Browse and upload your file. The file name displays in the dialog box.
Note: If your document is a PDF file and additional files must be associated with this review, you can upload multiple PDF documents which will compress into one file.
Select Save and send. The reviewed file uploads and an email notification is sent to the Final Reviewer.

Last Published Thursday, May 29, 2025