Reviewing and Releasing a Submittal as a Consultant

When logged into Submittal Exchange, select a project and go to the appropriate log. The submittal items that require attention appear in red.

  1. Select the file that was uploaded by the General Contractor or Construction Manager and save it to your computer.
  2. Open the file on your computer and place your review comments on the file using your PDF editing tools.
  3. When finished, save the file to your computer.
  4. In the Submittal Exchange Submittal log, select the description of the item you reviewed and are ready to release. A dialog box appears.
  5. Select the applicable action code using the drop-down list. If the item requires it, select Requires resubmittal.
  6. Select Browse and upload your file. The name of your file appears under Browse.

    Note: If your document is a PDF file and additional files need to be associated with this review, you are able to upload up to multiple PDF documents which will compress into one file

  7. Select Save and send. Your reviewed file uploads and a notification is sent to the Final Reviewer.

Last Published Thursday, May 29, 2025