Submittals Module Help Articles

3 minutes
6 months ago

Submittals Module

Topics are divided into the following categories. Select a category, then click on a topic to view the topic.

All Users

Create a Custom Log

Cross Reference Related Items to a Submittal

Delete a Submittal

Delete Attachments from Submittals

Edit a Submittal

Include Submittal Register Items in a Custom Log

Mark Up Submittal PDFs

Notify Users of Changes in the Midst of a Review

Print a Submittal

Print and View a Submittal Log

Search Submittals by Keyword

Send a Submittal to Someone Off the System

Track LEED Submittals

Upload File Attachments to Submittals

Video: Printing and Generating Reports with the All+Expected Log (Duration 6m:13s)

Video: Using the All+Expected Log (Duration 6m:35s)

View a Comprehensive Submittals Log

View Only Submittals for Certain Trades or Spec Sections

View Submittal Statistics and Graphs

Construction Team

Add a Submittal as a Subcontractor

Create a Revised Submittal

Notify Multiple Contractors of an Incoming Submittal

Upload For Record Submittals

Contractors

Add a Submittal as a Contractor

Close a Submittal as a Contractor

Notify Multiple Architects of a Submittal as a Contractor

Notify Multiple Contractors of a Draft Submittal as a Contractor

Reject Submittals Uploaded by Subcontractors

Return Subcontractor Draft Submittals as the Contractor

Send a Submittal to Multiple Architects

Design Team

Return a Submittal from the Design Team

Architects

Create a Transmittal

Forward a Submittal to a Consultant/Secondary Reviewer Twice

Forward a Submittal to Consultants, Engineers, and Owner Reviewers

Invite Secondary Reviewers to Review a Submittal

Log a Submittal on Behalf of My Contractor

Log a Submittal Review on Behalf of a Reviewer

Manage Submittal Substitutions

Notify another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review

Receive Automated Emails from Consultants, Engineers, and Owner (Reviewer) when Submittal Review is Completed

Consultants/Reviewers

Can Consultants Enter Submittal Review Status?

How do Consultants Send Notifications when Submittal Review is Complete?

Notify Multiple Design Team Members of a Submittal Review

Review a Submittal as a Consultant/Reviewer

Project Administrators

You must be a Project Administrator to perform the following tasks:

Add Existing Submittals

Adjust Frequency of Automated Emails for Reviewer Submittal Reviews

Auto-Forward Submittal to Consultants, Engineers, and Owner Reviewers

Auto-Notify Users of Closed Submittals Based on Trade

Auto-Notify Users of New/Returned Submittals

Automatically Reset Requested Due Date when Contractor Edits Draft Submittal

Block Construction Team from Editing Due Dates

Bulk Download Submittals

Change the Category for a Closed Submittal

Configure the Submittals Module

Configure the Submittal Review Status

Configure Submittal Categories

Configure Submittal Trades/Disciplines

Configure the Default Due Date for Submittals

Configure Weekly Email Notification to Consultants and Owner Reviewers

Export Submittal Print Summary with Attachments

Hide Submittal Review Comments

Insert a Submittal Cover Sheet/Stamp Sheet

Reopen a Submittal

Set Business Days vs. Calendar Days

Submittal Numbering Options

Upload a Submittal Cover Sheet

More Information

Acceptable File Types and Sizes for Upload as Attachments

Attaching a Zip File to a Submittal?

Cover/Stamp Sheet is Not Adding to PDF

Duplicate Submittal Numbers

Export Options for Submittal Log

Log Terminology

O&M, Warranty, and Closeout Documents

Overdue Items

Owner vs. Owner Rep User Roles for Submittals

Resubmittal Tracking

Stamping Options for Submittals

States of a Submittal

Status Icons for RFIs and Submittals

Submittals Module page

Submittal Types

Transmittals