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


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


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


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