Submittals

Owned by Steve VanDyke
Last updated: Oct 27, 2017

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Navigating to Submittals

The Secondary Navigation bar displays common forms used in the system. The forms you most commonly use can be configured to be displayed on the Secondary Navigation pane. To configure the Secondary Navigation pane to display SUBMITTALS as one of the default forms, select 'FORMS' and click the 'Configure My Menu' button. Select 'SUBMITTALS' and then click 'Save'. SUBMITTALS should be displayed on the Secondary Navigation pane.

The Submittals Log

The Submittals Log is displayed by default when navigating to SUBMITTALS from the Secondary Navigation pane. The Submittals Log is comprised of two tabs.

  1. Items - Displays a list of Submittal Items
    • Add New Item - Use this option to create new Submittal Items. See more on Add New Item under sub section Submittal Items
    • Add New Package - Use this option to create new Submittal Packages. See more on Add New Package under sub section 'Submittal Package'
    • Print - Click the 'Print' button to print a list of Submittal Items.
    • ...Configure Log - Use this option to configure which fields are displayed as columns in the Submittal Log - Items tab.
    • ...View Shared With - To easily see which Submittal Items are shared to which Share Groups, click the '...View Shared With' button. Enter the user and click 'View'.
    • ...Customize Form Fields - Custom fields can be added to the Submittal Items form by clicking the '...Customize Form Fields' button. For information on creating custom fields, see Help section Custom Fields
  2. Packages
    • Add New Item - Use this option to create new Submittal Items. See more on Add New Item under sub section Submittal Items
    • Add New Package - Use this option to create new Submittal Packages. See more on Add New Package under sub section 'Submittal Package'
    • ...Configure Log - Use this option to configure which fields are displayed as columns in the Submittal Log - Packages tab.
    • ...View Shared With - To easily see which Submittal Packages are shared to which Share Groups, click the '...View Shared With' button. Enter the user and click 'View'.
    • ...Customize Form Fields - Custom fields can be added to the Submittal Packages form by clicking the '...Customize Form Fields' button. For information on creating custom fields, see Help section Custom Fields
    • Grouping - The Packages tab displays each Submittal Package and any linked Submittal Items under that package. This visibility allows the user to quickly see which Submittal Items are linked to which Package and if necessary, click the Subject link for the Submittal Item to view the linked item.

Show Latest Revisions Only - Available for Submittal Items, check the 'Show Latest Revisions Only' box to show only the latest revisions of all Submittal Items

Sharing - From the Submittals log, multiple documents can be shared using the 'Selection' column. Select one or more documents on the Items or Packages tab, and then click the 'Share' button. For information on sharing, see Help section Sharing

Searching - Whether you are on the Items tab or Packages tab, use the Search box for one column or a combination of columns to search for documents that meet the search criteria.


Helpful Screenshots