How to Create a Submittal

Navigate to Documents > Submittal

Click on Add New

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 October 2, 2023

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