Navigating Submittal Exchange Menus and Tabs

The top of each Submittal Exchange page has tabs and links for navigating the system.


Submittal Exchange Navigation

Note:

Not all users will see all menus, tabs, or options. Access to some features depends on which role or team you are on.
  1. Help Menu - Use the options under the Help icon to learn about Submittal Exchange and reach out for help.
  2. Account Menu - Use the options under your name to review account information.
  3. Project Index - Use the Project Index to select a project.
  4. Message Center - Use the Message Center to see emails you receive from the system.
  5. Reports Menu - Use the options under the Reports menu to generate reports or API keys.
  6. Project Logs Tab - Use the Project Logs to select a log.
  7. Project Team Tab - Use the Project Team tab to view and manage team members who have access to the project on the system.
  8. Sections & Categories Tab - Use the Sections & Categories tab to edit the expected items for submittals and closeouts.
  9. Preferences - Use the Preferences to view and edit project preferences.
  10. Event History - Use the Event History to review previous events on your project.
  11. Alert Icon (not shown) - Use the Alert icon to access alerts on the system.
  12. Log Progress - Use the Log Progress to see the percentage of items that have been submitted and reviewed.
  13. Savings Calculators - Use the Savings Calculators to see what your organization has saved by using the system.