Cheat Sheet: Submittals

To Create a Submittal:

  1. Click Create new document (+) and select Submittal
  2. Enter all required pieces of information (Division, Title, Received and Due dates)
  3. Select all involved Consultants and click Create

To Review and Return a Submittal:

  1. Annotate your Drawing (if applicable)
  2. Update your Review status and add your Review notes
  3. Submit your Review
  4. Click Return
  5. Select the attachments that will be included in the final package
  6. Click Continue, then Return.

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