Uploading Files to a Log

To upload files sent to you via email to a log using the Submittal Exchange plugin:

From Outlook, select the email which has the files you want to upload.
Select Primavera Submittal Exchange from the top banner, or expand the Submittal Exchange pane displayed on the far right corner of your email.
Select Upload To Log.
From the Upload window, select the Project, Log, Section or Category, and Open Items where you want to add this file.
Select the upload options. Choose from: Upload Email with attachments or Upload Files ONLY.
If you selected the option Upload Files ONLY:
1. Select individual checkboxes to choose the files you want to upload.
2. Select Browse if you want to include additional files from your computer.
Select Upload.
The Add Submittal page opens up within Submittal Exchange.
Review the information and make changes if necessary.
The Description field by default is name of the file you imported. To add another description, select Multiple to the right of the description. Enter an additional item description in the Other field.
From the Tag Team Members drop-down, select the team members you want to tag. You can select up to five team members. An email notification is sent to each tagged team member. This option is not displayed for Punchlist logs.
In the Tagging Remarks text box, you can enter comments for the tagged team members. This is a mandatory field.
Select Save.
Your submittal uploads and an email notification is sent.
Notes:
- You can tag team members only if the Tag User privilege is enabled for your user role. The Tag User privilege is not supported for administrators.
- To access the Tagging History page, select the Email Notifications link from the View Details page of the log.
- For roles other than initiators, the existing Comments/Remarks field on the upload/Review pages can be used to provide tag remarks.
- You are able to set a priority, if the item is of high importance or low. The best practice is to enter a reason for the priority in the Remarks field.
- The Remarks field is for high-level administrative comments. The comments are included in both the body of the email sent out and in the Remarks column in Display Full

See Also