Change the Category for a Closed Submittal

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6 months ago

Change the Category for a Closed Submittal

Project Administrators can edit the category for closed submittals without having to reopen the submittal.

To change the category for a closed submittal

Select the icon next to the closed submittal you want to change the category for in the Submittals module.

On the View Submittal page, hover over the Category field and click the icon that appears.

The Category field expands to allow you to change the category. Select the checkbox for the new category and deselect the category you no longer want the submittal to be assigned to.

Click Save to save your changes.

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