• How Can I make a Submittal Visible to all Project Companies?

    When a submittal is created, you can set the visibility of the submittal upon approval using the Submittal Visibility Upon Completion setting. Setting the value to Public – All Project Companies makes the submittal visible to everyone on the project (including all sub-contractors) once approved.

  • Uploading a Submittal Response

    Open the Submittal 2. Click on Upload Submittal 3. Select whether you want to Add to the Current Submittal or Replace the Current Submittal. In this option, the Add to the Current Submittal is selected. Adding to the current submittal will put your attachment(s) at the top of the current…

  • Document Collaboration: Send for Review vs Assign

    Send for Review: This allows you to send the RFI or Submittal to one or more companies for review at the same time. The document remains in your court while the external companies are reviewing and adding notes. Assign: Allows you to assign the document to another company for review….

  • Creating a Submittal -Subcontractor

    This article will walk through the steps necessary for a Subcontractor to create a Submittal. Click Submittal from the Documents tab 2. Click Add New 3. Fill out the form to meet your requirements, add any supporting documents necessary and Submit to your General Contractor for review. * You can…

  • How can I customize which companies can view a submittal?

    Submittal Visibility Upon Completion Only the GC will be able to change this setting. Use the dropdown to select Public – All Project Companies (all companies assigned to the project will be able to see the Submittal), or Private – Assigned Companies Only (only companies identified in the Stakeholders settings…

  • Submittal – An Overview

    The submittal workflow Submittals are usually related to specifications or requirements. A submittal is information submitted by the GC to the AOR for approval of equipment, materials, paint colors, etc., that are to be used on the project. This ensures that the correct materials, colors, and other specifications/requirements, along with…

  • How can I change an RFI Number?

    In order to have the RFI’s “Change #” button visible, the following requirements must be met: You must be the General Contractor on the project. The document must be assigned to the General Contractor. The document must be in the submitted status. Once these requirements are met, you will see…

  • How to Add or Copy an Approval Workflow at the Project Level

    In order to add an approval Workflow at the Project Level, you must be a Project Admin Adding or customizing a Workflow at the Project level automatically makes the workflow active for that project.  Workflows added at the Project level will not be available for use in other projects. If you want to create…

  • How to Add or Copy an Approval Workflow at the Company Level

    In order to add an approval Workflow at the Company Level, you must be a Company Admin Adding a Workflow at the Company level makes the workflow available to all projects in your company. However, you will still have to manually add the workflow to the desired projects after you create your company level…

  • How can I customize which companies can view an RFI? (V2)

    If the RFI has not been approved: Click Reassign and temporarily reassign the submittal to your company. (This allows you to edit the submittal). Adjust the RFI Visibility Upon Completion selection if needed.  Remove or add companies in the Who can see this document? list if needed.  Once your edits are complete, click Send to…