Upload File Attachments to Submittals

2 minutes
5 months ago

Upload File Attachments to Submittals

Perform the following steps to attach files to Submittals.

To attach files to Submittals

On the Add a New Submittal page, scroll down to the Attachments section, shown here:

Drag and drop the files you want to attach to the section, or select Browse to select the files.

In Chrome, Browse is replaced by Choose File.

Users with older browsers that do not support drag and drop will be prompted to browse for files.

Scroll to the bottom of the page and select Save Draft. When you view the submittal again, the attached files now appear in the Existing Attachments section.

The author of the attachment is displayed to the right of the attachment.

Additional Information

A maximum of 50 attachments can be uploaded to a submittal.

We recommend that files be at 150 dpi – higher resolutions are unnecessary.

View Delete Attachments from Submittals for information on deleting attachments.

Any user may upload an attachment as long as the user type has the permission to do so. For example, a consultant user type can only add attachments to an RFI if they have been invited to review it.

Certain software features, such as submittals and RFIs, do not allow attachments to items after they have been returned. All editing functions are removed for closed submittals and RFIs. You must reopen the submittal or RFI before making any changes view Reopen a Submittal or Reopen an RFI for more information.