Uploading Project Specification Manual

You can upload a specification manual which will be used by the Oracle Submittal Exchange Setup team to set up your project. To upload the project manual:

  1. Select the Help icon, and choose Contact Us.
  2. From the Contact Us page, select the Upload Project Manual button.
  3. Select if you are an enterprise customer. The required fields differ based on the selection you make.
  4. Enter all the required fields marked with a red asterisk.
  5. Optional. From the Copy Existing Project field, select Yes if you want to create this project based on an existing project.
    1. From the Select Project to Copy field, start entering the name of the project you want to copy. The system will display projects that match the name you entered. You can also select archived projects that are up to 180 days old.
    2. Select a project.

Optional. Select the checkbox Couldn't find the project, and the type in the project name under Enter Other Project Name.

  1. Optional, displays only if are an Enterprise customer.
    1. Choose a project value.
    2. Select if you want to invite a project lead to the project. Start entering the name of the project lead and the system will displays users whose name matches the name you entered.
  2. Optional. Enter any additional notes.
  3. Select Browse to choose a specification manual, or drop and drag the file.
  4. Select Upload to submit the file the Oracle Submittal Exchange Setup team.

See Also

Preferences/Settings

Navigating Submittal Exchange Menus and Tabs

Navigating Submittal Exchange Project Logs

Adding a Category or Section to a User's Account

Changing an Office Location or Address

Changing/Editing Office Addresses in Submittal Exchange

Controlling Email Notifications

Deleting and Renaming Files in My Library

Editing Multiple Team Members

Editing Team Members

Adding a Team Member to Multiple Projects

How to Adjust the Frequency of Email Notifications

How to Create a Public Plan Room on a Design Project

How to Set Submittal Turn-Around Time on a Project

How to Update the Displayed Project Number to Your Internal Project Number

Log Display Speed



Last Published Thursday, May 29, 2025