Create Submittal Template for Step-Based Submittals

In this article we'll cover how to create a custom template for step-based submittals. This will allow you to easily select your template group, for when it comes time to adding reviewers to submittals, to cut down on time.💫

To Get Started

Step 1: Make sure stepped-based submittals are toggled on. To do this, go to your project settings, document settings, submittals, and toggle on use step-based submittals".

Step 2: Select Create Template which is located below use step-based submittals toggle.

Step 3:  Built the template:

• Add disciplines - use the search to bar to find and select disciplines. They will be populated with their corresponding default assignees, but you can click each discipline to edit the assignees
• Adjust the review period to fit your project timeline.
• + Add step and repeat to build a sequential review.
  • You can add multiple disciplines in the same step.
  • Once all disciplines in Step 1 have reviewed, the assignees in Step 2 will be notified, and so on

Step 4: Your new submittal template will now appear below the above use step-based submittals toggle.

Step 5: Open an active submittal and select Use Template, to locate your custom template from the dropdown menu, which will pre-populate the steps create above!