Issue a Submittal

Submittals are used to gather reviews on shop drawings, samples, etc. Only Contract Administrators and General Contractor Project Managers can issue a submittal.

To Issue a submittal:

  1. On the Home page, Select a Project on which to issue a submittal.

The Project details display on the Home page.

  1. From the Construction menu, select Submittal.

The Submittal Search page displays.

  1. Click .

The Submittal Edit page displays.

  1. Complete all necessary fields:
  1. Complete any additional field:
  2. To send the Submittal to the next reviewer and add Attachments, click . For more information, see Send a Submittal History.

  1. the Submittal to issue or edit later. For more information, see Save a Document.