Downloading and Installing Submittal Exchange for Outlook

To download and install the Submittal Exchange for Outlook:

From the top banner, select the Help icon.
Select the Contact Us tab.
Select the Download button under the Submittal Exchange for Outlook section.
Choose Save File when prompted to open the Submittal Exchange for Outlook.exe file, and select the location where to want to save the .exe file.
The installation wizard will walk you through the installation. Follow the instructions to install the plugin. You will be prompted to accept the terms and conditions.

After the installation process is complete, you will see the Primavera Submittal Exchange menu appear on the top banner of your Outlook.

Logging in to Submittal Exchange

Open Outlook, and select the Primavera Submittal Exchange menu on the top banner.
A log in page appears, enter your Submittal Exchange credentials.

After you have successfully logged in, you can use the Submittal Exchange for Outlook to upload emails and attachments.