Submit a Submittal

Submittals are used to gather reviews on shop drawings, samples, etc. Only a Subcontractor can submit a Submittal.

To submit a Submittal:

  1. On the Home page, Select a Project on which to submit the Submittal.

The Project details display on the Home page.

  1. From the Constructionmenu, select Submittal.

The Submittal Search page displays.

  1. Click .

The Submittal Submit page displays.

  1. Complete the necessary fields:

    1. Required: Select the Division.

    Note: The document number is automatically populated in sequence based on the project and Division selected.

    1. Enter the Title.
    2. Select the Contract.
    3. Select the Type.
    1. Using the Rich Text Editor, enter a Description.

    1. In to To field, using the Start Typing to Search feature, enter the user's name you want to send the Submittal to for review.
    2. In the Add User field, you can:
      • Use the Start Typing to Search feature to find a user and select Add.
      • Browse for Project Participants. For more information, see Browse for Project Participants.

    The selected users appear under the Carbon Copy (CC) To: section.

    1. Select an Action Taken.
    2. Using the Date Picker, select the Date of this submission.
    3. Optional: Select a Carrier.
    4. Optional: Enter a Waybill number.
    5. Using the Rich Text Editor, enter any comments.
  2. Complete any additional fields:
    1. Attachments
    2. Linked Documents
  3. To action the Submittal, select one of the action buttons from the top toolbar:
  1. Click for info on issuing a document the Submittal. For more information, see Submit a Document.
Who's next?
Users selected in the To field to review the Submittal. For more information, see Review a Submittal
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Submittal to issue or edit later. For more information, see Save a Document.