8 Consultants

The following topics describe the capabilities available to consultants in Submittal Exchange.

Removing Someone from a Project as a Consultant

Consultants do not have the ability to remove users, including themselves, from the project team.

If you or someone from your company needs to be removed from a project, please either contact the Architect or Project Leader, who has the ability to remove any consultant, or contact Submittal Exchange technical support at 1-800-714-0024 ext. 2 or email [e-mail].

Reviewing and Releasing a Submittal as a Consultant

When logged into Submittal Exchange, select a project and go to the appropriate log. The submittal items that require attention appear in red.

1. Select the file that was uploaded by the General Contractor or Construction Manager and save it to your computer.
2. Open the file on your computer and place your review comments on the file using your PDF editing tools.
3. When finished, save the file to your computer.
4. In the Submittal Exchange Submittal log, select the description of the item you reviewed and are ready to release. A dialog box appears.
5. Select the applicable action code using the drop-down list. If the item requires it, select Requires resubmittal.
6. Select Browse and upload your file. The name of your file appears under Browse.

   Note:

   If your document is a PDF file and additional files need to be associated with this review, you are able to upload up to multiple PDF documents which will compress into one file

7. Select Save and send. Your reviewed file uploads and a notification is sent to the Final Reviewer.

Reviewing and Releasing a Submittal as a Consultant Using Form Editor

When logged into Submittal Exchange, select a project and go to the appropriate log. The submittal items that require your attention will appear in red.

1. Select the file that was uploaded by the General Contractor or Construction Manager and save it to your computer.
2. Open the file on your computer and place your review comments on the file using your PDF editing tools.
3. When finished, save the file to your computer.
4. In the Submittal Exchange Submittal log, select the description of the item you reviewed and are ready to release. A dialog box appears.
5. Select the applicable Action Code using the drop-down list. If the item requires it, select Requires resubmittal.
6. Select the form editor icon. The dialog box changes.
7. Complete the information on the form.
8. Deselect the Use previous file option and select Browse.
9. Select Browse and upload your file. The file name displays in the dialog box.

   Note:

   If your document is a PDF file and additional files must be associated with this review, you can upload multiple PDF documents which will compress into one file.

10. Select Save and send. The reviewed file uploads and an email notification is sent to the Final Reviewer.

Reviewing and Releasing a Submittal as a Consultant Using Form Editor and Submittal Exchange's PDF Editor Tool

When logged into Submittal Exchange, select a project and go to the appropriate log. The submittal items that require your attention will appear in red.

1. Select the description of the submittal you are reviewing. A dialog box appears.
2. Select the applicable Action Code using the drop-down list. If the item requires it, select Requires resubmittal.
3. Select the form editor icon. The dialog box changes.
4. Complete the information on the form.
5. Select the PDF editor with previous file icon.
   • This will launch the PDF editing tool with Java. Within the first page select Continue.
   • Select Run in the dialog box.
6. After Java is installed, the file will open. Use the editing tools at the top of your screen to add comments and markup the document.
7. When finished, select Save in the upper left hand corner. The Submittal Exchange Form Editor dialog box displays the file name.
8. Select Save and send. Your reviewed file uploads and an email notification is sent to the Final Reviewer.
   • If you do not have Java installed on your computer, you will be prompted to install it the first time you use the tool.
   • The speed of PDF editor is based on the size of your document, the speed of your internet, and the speed of your computer.

Why Don't Consultants' Items Turn Black After Items Have Been Reviewed?

When logged into Submittal Exchange as a Consultant, select your project and go to the appropriate log. Submittal items will remain red even after you have reviewed them.

Reasons the item remain red:

1. It allows the Consultant to re-review a document if necessary prior to the final review.
2. It allows multiple consultant reviews of a file. One Consultant can review the file while another Consultant can select the same red line item to add additional reviews if necessary.

Once the Architect completes the review and releases the item back to the Contractor, the item turns black for the Consultant and Architect, indicating that the item has completed the review process.

What Email Notifications Are Sent to Consultants?

Consultants and engineers can change their own email notifications and those of their own company. Project Leaders can change email notifications for all project team members.

Items Uploaded - You receive a notification of uploads by your General Contractor/Construction Manager for Submittals/ Closeouts. You receive email notices when something is uploaded to a posting only log.

Reviews Completed - You receive a notification when your company posts reviews of documents.

Reminders - This is based on the Required Item Turnaround date setting in the Preferences tab. This ensures you are aware there are items awaiting your review.