Manage submittals
Route submittals for review and track approvals.
- 1Open the project and go to the Submittals tab.
- 2Click Add Submittal and attach the document - a tech sheet, cut sheet, drawing or product data. The file is required: a submittal IS the document, and one with nothing attached asks a reviewer to approve a product they cannot look at.
- 3Route it for review; reviewers add notes and approve or reject.
Drop the tech sheet on "Scan Submittal" at the top of the form and it reads the document, fills in the title, manufacturer, model and spec section, and attaches the same file - so scanning covers the required file too.
Add review notes for the submitter so revisions are clear.