How To/Functions

In This Section

What is Submittal Exchange for Design?

What is an Archive?

What is the Discussion Forum?

What is the Form Editor?

What is the Review Flow for Log Type 3 (RFI Log)?

What is the Review Flow for the Log Type 4 (RFP Log)?

What is the Review Flow for Log Type 5 (Posting-Only Logs)?

What is the Review Flow for the Log Type 8?

Adding Phases to Expected Items

Adding Punchlist Comments

Can I Upload More Than One File to One Submittal Line Item?

Deleting a Submittal Item

Editing an Item Pending Review in the Punchlist Log

Emailing a Team Member from the Project Team Tab

Managing Custom Stamps

Moving Items from One Log to Another

External Tools

Generating Reports - Items Needed

Generating Reports - Open Items

Generating Reports - Punchlist Log

Generating Reports - Reviewed Items

How to Adjust the Number of Punchlist Items in the Punchlist Log

How to Delete a Photo Gallery

How to Download Photos

How to Set Turn-Around Time on a Specific Log

How to Use Budget Columns

How to Use the Discussion Forum

How to Use Sort Options in the Punchlist Log

Managing your Access Settings

Rejecting the Final Reviewer's Response

Reviewing Upload History

Seeing the History of Punchlist Notifications

Sending a Submittal via Email

Sending All Updates for Punchlist Items

Sending Select Activity for Punchlist Items

Uploading a Photo Gallery

Uploading Files to My Library from Your Computer

Uploading to a Design Log

Uploading to the Punchlist Log

Using the Form Editor on Submittal Exchange

Who Has Viewed an Item?

Who Reviewed an Item?

Who Uploaded an Item?

Why Can I Only See PENDING on a Line Item?



Last Published Thursday, May 29, 2025