How to Create a Submittal

Step One

Navigate to Documents > Submittal

Step Two

Click on Add New

Step Three

Fill out the information needed.

You can add files by dragging and dropping them onto the screen, or by clicking the blue File button

You can add or edit Stakeholders on the Submittal to choose who can view the document once it is submitted

Once you are done with your submittal, you can save your work, or press Submit which will move the Submittal in workflow

Updated on August 26, 2024
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