Submittals and RFIs

Rapid document creation is at the center of the Part3 platform. In this article, we'll show you how to respond to a shop drawing, or RFI, using Part3.

i. Watch a Video

Here is a short video on Shop Drawing Reviews in Part3:

Didn't answer your question? Read on.

1. Before You Start Creating Responses

Part3 will create your cover pages faster than ever before. To be able to do so you need to set up a few settings:

1.1

Set up your team and make sure the GC and Owner information is populated. This will be displayed on cover pages (see Project Team Setup for more info).

1.2

Set up your stamps and architect seal to be able to apply them to documents (see Stamping Documents for more info).

1.3

Set up your company Logo and, if needed, the logos of your participating consultants.

1.4

Set up your legal disclaimer text to be displayed on each document you produce (see Legal Disclaimers for more info).

2. Create a New Response (RFI or Shop Drawing)

2.1

Click the Create new document (+) button in the top right of your screen:

2.2

Select the document type to create. In this example, we'll create a Shop Drawing response:

2.3

Complete the quick form to get the document into your logs. Any assigned consultants will be notified and can begin collaborating as soon as it's created:

Reference Number: Often a GC will use incremental integers (e.g. Shop Drawing 10, or RFI 151), use the reference number to track that ID for easy searching later on

Division: As you type, the Division input field will search the CSC MasterFormat numbers and titles. You are able to type a custom entry if you use an alternative numbering system.

With the document open, each consultant can start adding context and collaborating on the change.

The Cover Page will be available and hidden by default. To see it, click on the Expand Cover Page button:

2.4

Add relevant files to assemble the document:

Attached files will be hidden by default. To see them, click their respective Expand buttons (located on the right side of each block).

• Click Upload a shop drawing or Upload the RFI (or simply drag and drop a file) to attach the submittal or RFI initially created by the GC:

• Next, click Upload a shop drawing or attachment (or simply drag and drop a file) to attach other Submittals, supporting artifacts, images, or emails as needed:

2.5

Assemble your response:

1. Document Information: The description, division, and reference you entered when creating the document.
2. Markup Toolbar: Tools available to you and the consultant team that enable you to markup and comment on the attachment.
3. Review: Input your response with any commentary that will be printed on the cover page of this Submittal.
4. People: Assigned consultants required to participate in this review and response.
5. Dates: Manage your own dates, when did you receive it and when is it due. The Returned date will be automatically populated once you hit 'Return'.
6. Stamp: Click to apply your stamp to the page, available to all consultants. (See Stamping Documents for more info)

2.6

Reorder attached files. This allows you to organize your files in the order in which you wish them to appear in the final submission. To do so, click and hold the reorder button (a hand icon will appear), then drag and drop the file into the desired location:

2.7

To return the document to the GC, click Return, select the documents that will be distributed, then click Continue. The Detail Confirmation window will appear.

Once confirmed, click Return to generate your response file:

This will distribute the document to the GC and all registered users involved via an email containing a PDF and a link to the doc.

All documents selected for distribution will display a green mail icon next to their name:

Once returned, you will not have the option to reorder documents.

2.8

Download the final Submittal or RFI by clicking Download:

The final document will include the following:

1. Project: Your project name
2. Document Information: The description, division, and reference you entered when creating the document.
3. Dates: Manage your own dates, when did you receive it and when is it due. The Returned date will be automatically populated once you hit 'Return'.
4. Logo: Your company logo, controlled in the company directory (See Project Team Setup for more info)
5. Company: Your company name
6. Review Status: The status selected by the relevant consultant
7. Disclaimer: Your custom submittal disclaimer (See Legal Disclaimers for more info)
8. Review Notes: Input your response with any commentary that will be printed on the cover page of this Submittal.
9. Attachments: Selected attachments are appended to the document with visible markups (Note: comments are not displayed on the PDF)

3. Deleting Files

Prime Consultants have the ability to delete files from your Submittals or RFIs.

To delete files:

3.1

Under the Files tab, find the file you wish to remove

3.2

Click on the Delete button:

3.3

Confirm by clicking Delete:

3.4

This will remove the file and all references to it in the document:

The option to delete files will not be available after returning the document.

4. Create a Revision

Returned documents are locked, but users can create a revision or reopen them at any time.

To do so:

4.1

Click the + button next to Download to see options to Reopen or Create a revision:

4.2

Click Create revision to create a revised Submittal with its own unique ID:

A revised submittal will add 'R#' to the division code, signifying its revision number.

4.3

By default, the latest version of the document will be visible. You can see previous versions by clicking here on the Latest version information banner: