Using the Form Editor on Submittal Exchange

Note: If you use the PDF Editor tool integrated into Submittal Exchange, be sure to select Form Editor first.

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

  1. Select the green upload arrow next to the category to which you are uploading. A dialog box appears.
  2. Fill out the pertinent information for the upload. If there is a form on the system, there will be a Form Editor icon next to the Browse button.
  3. Select the Form Editor icon. A dialog box appears.
  4. Fill out the fields for the form.

    Note: If you would like to preview what the form will look like select the Preview button.

  5. (Optional) To add supporting PDF documents to the form, go to the bottom of the dialog box and locate the Browse button.
    • Locate the file on your computer and select Open.

      Note: You will not be able to browse to emails. If there is a document in your email that you wish to attach, go to your email and save it to your computer's hard drive. Then you will be able to browse to the document.

  6. Select Save to upload to the log.

    Note: Forms are customized specifically for each company.

    • If you add a form to Submittal Exchange, anyone from your company will have access to the form.
    • If you are a General Contractor setting up an RFI form, the Subcontractors on your project will be able to use your RFI form as well.
    • If you do not have forms set up on Submittal Exchange yet, contact your Client Relationship Consultant (CRC) and they can work with you to accomplish this.

Last Published Thursday, May 29, 2025