Preferences
After selecting a project in Submittal Exchange, tabs appear under the header. The Preferences tab contains project preferences.
Preferences-This controls the name, number, location information, and the functionality available on Submittal Exchange for the project. Submittal numbering scheme, review flow, and log settings are all determined through the Preferences tab.
Internal Project Number-This allows each company to use their own internal project number. This number is specific to your company on this project.
Required Item Turnaround-This allows each company to adjust the number of days before they receive reminders about items pending their review.
Contractual Project End Date: This is a view-only field. SE administrators can edit the field.
Approximate Project Size: This is a view-only field. Displays the approximate data size of your project.
Date Project End Email Sent: This is a view-only field. SE administrators can edit the field.
PDF Flattening: If your administrator has set the option to flatten PDFs, all uploaded PDF files will be automatically flattened.
Note: Contact your Submittal Exchange administrator to add a Supplier or Manufacturer label to your projects.
Subcontractor not required for the project: Select this option to disable a subcontractor's access to a project.
Project Leader Settings
This section is displayed only for project leaders.
Architect Auto Remarks: Use this text box to enter custom remarks for architect to auto release items.
Consultant Reviews: Use this drop-down to choose an option to either skip architect review or remove consultants from the project. The following options are displayed: Require Architect/Engineer approval before returning to GC, No additional approval needed; return directly to GC, and Consultants not used on this project.
Required Project Action Codes checkbox: Select this checkbox if you want to enable or disable project action/review codes.
Edit Review Codes button: Select to review or modify the project action/review codes.
Use Phases checkbox: Select this checkbox to enable or disable phases. For more information, see topic Enabling Phases at the Log Level.
Edit Phases button: Select to review or modify phases.
Last Published Thursday, May 29, 2025