Changing a Submittal to a Closeout or a Closeout to a Submittal

When logged into Submittal Exchange, select a project and go to the appropriate log.

  1. Select the part of the submittal you wish to change. A dialog box appears.
  2. Select Edit detail at the top right corner of the dialog box. A new dialog box appears.
  3. Select the Document type from the item information at the top of the dialog box. You can change the Document type to Submittal or Closeout.
  4. Select Save. The entire item is moved from the Submittal to the Closeout log or vice versa, depending upon your selection.

    Note: If the Closeout Log is a posting only log (No Review Flow), please contact Submittal Exchange Help or the consultant assigned to your project.


Last Published Thursday, May 29, 2025