Uploading Previous Files

When logged into Submittal Exchange you can do the following after selecting a project:

  1. Select either the expected item for the item that requires an upload. A dialog box appears.
  2. Select Edit Submittal Detail.
    • You can change the number or the description if needed.
  3. Starting from the top, select the plus symbol next to each role and fill out the information.
    • Submittal from Subcontractor: Enter Date sent to architect.
    • Submittal from GC: Enter Date received from GC and what was submitted.
    • Consultant Review: Enter Date Consultant reviewed. (if applicable)
    • Architect Review:

      Enter the Date returned to GC

      Add the Action code

      Select Hardcopy if you returned the submittal in hardcopy form or select Electronic to upload your final electronic file.

    • Return to Subcontractor: Enter Date returned to subcontractor.
  4. Select Save.

    Notes:

    • These steps will ensure your submittal/RFI numbering lines up with the current and future items. It is also helpful to have these documents in one place to keep a record of them.
    • The steps listed above may only be performed by a Project Leader on the team.

Last Published Thursday, May 29, 2025