What's New in Submittal Exchange in 2021
December 2021
| Feature | Description |
|---|---|
| Undo multiple Deleted Items | Undo multiple Deleted Items For all project logs that have the option to delete multiple items, you can now use the undo (Undelete Items) option to undo multiple deleted items. Select to undo all deleted items or selectively choose items. Use the Deleted Items filter to view the deleted items, and select Gear> Undelete Items. The events are audited and can be viewed under Event History. |
| New Actionable Emails | New actionable email buttons have been added to the email that is sent to reviewers for the RFP log. This email is triggered when an Architect submits a file for review. The Subcontractor, Reviewer 2 and Reviewer 3 can choose to review the item by clicking on the Review and Submit button from the email. |
November 2021
| Feature | Description |
|---|---|
| Enhanced Project Index Page | We have enhanced the Project Index page to improve usability and functionality by adding the options to color code project rows, sort projects, and change the order of projects displayed. You can now easily identify and categorize the projects displayed on your Project Index page by highlighting a project row with a color. Use the Paint Brush icon to select a color for a project row. In addition, you can sort projects, and change the order of projects displayed. |
| Edit Expected Items | New check box added to the Edit Expected Items page allows you to select or de-select all items on the page. |
| Enhanced Public Planroom | An enhanced version of the grid is displayed on the Planroom page. This version of the grid allows you to perform more tasks. You can filter, sort by date, expand/collapse categories, and download the file by selecting the description. |
October 2021
| Feature | Description |
|---|---|
| View Project Team Page Based on Roles | As a project leader, you can now choose to view the Project Team page based on project roles. You can use the Manage Project Roles link to rearrange the roles displayed on the Project Team page. The change is displayed at the project level for all team members. |
| Enhanced Related To Links | Easily access and manage related items from the Project Log page. Select the Link icon under the Related To column to view the linked items, easily navigate to linked pages, add new links, and manage existing links. The Manage Related To Links dialog box allows you to add, modify, and delete links. |
| Actionable Email Buttons | New actionable email buttons have been added to the email that is sent to the initial design reviewers for the Submittal, Closeout, RFI, and PR logs. This email is triggered when a GC submits a file for review to the design team. The reviewers can choose an action by selecting either the Review and Submit button or the Add Comments and Submit button from the email. |
September 2021
| Feature | Description |
|---|---|
| Upload Files from My Library | Users now can also upload files from both My Library and local computer in one go on type 6 log. |
| Enhanced Project navigation | We have now made it easier to navigate back to the last project by adding Back to last project link on the User Info, Company Info, Billing, Reports and Message center pages. This was earlier available on only User Info page. |
August 2021
| Feature | Description |
|---|---|
| Updated the Logic to Calculate the Days Open in Reports for Log Type 11 | We've updated the logic behind how the Days Open field is calculated in reports for logs. It is now more straightforward and uses the From Date and To Date fields to calculate how long an item is open. Users can modify the From and To dates for an accurate count of the Days Open field. |
| Improved User Registration | We have improved the user registration process. You can now modify certain auto-populated fields. In addition, you can now add or modify your office location. |
| Enhanced Event History Notifications | To easily identify events that were responded to via email, we have added the text Via Actionable Email next to those events. |
| Custom Label for Supplier or Manufacturer | Contact your Submittal Exchange administrator to add a supplier or manufacturer label to your projects. |
July 2021
| Feature | Description |
|---|---|
| Report Distribution via Email | Email a report output link to company users or team members each time a custom or saved report is run. Use the Send as attachment link output option when creating or modifying a report to select this option. The Distribution List link allows you to add users to the distribution list. Each time a report is run, the selected users will receive an email with a link to the report output. Users can choose to unsubscribe from this list anytime from either the email or from the Distribution List tab by selecting View Details. |
| Distribution List Tab | View a list of users that were added to receive the report output from the Distribution List tab. Access this tab by selecting the Gear menu next to a report and selecting View Details.
From the Distribution List tab, you can view:
You can now easily view and manage stamps for your company. Administrators and Submittal Exchange users can use the Manage Company Stamps button from the Company Info page to view, add, edit, and delete stamps. |
May and June 2021
| Feature | Description |
|---|---|
| Manage Custom Stamps | You can now easily view and manage stamps for your company. Administrators and Submittal Exchange users can use the Manage Company Stamps button from the Company Info page to view, add, edit, and delete stamps. |
| PDF Flattening | New option on the Preferences page allows you to select if all uploaded PDF files should be flattened or not. |
April 2021
| Feature | Description |
|---|---|
| Updated the Logic to Calculate the Days Open in Reports for Logs 1, 2, 3, 4 and 8 | We've updated the logic behind how the Days Open field is calculated in reports for logs. It is now more straightforward and uses the From Date and To Date fields to calculate how long an item is open. Users can modify the From and To dates for an accurate count of the Days Open field. |
February 2021
| Feature | Description |
|---|---|
| View and Add Project Phases | General contractors, architects, and project leaders can now view and add phases to their projects from the Project Preferences page. Your Administrator must first enable the addition of phases. Use the View/Add Phases button to view or add project phases. |
| Select Phases for Expected Items | When editing expected items or expected dates, you can now also select a phases for each item. |
| Submittal Exchange for Outlook | You can now upload documents to log types 4 through 8. |
| View Project Size | The approximate size of your project is now displayed on the Project Preferences page. |