Setup and creation
Configuring submittal settings and templates
Set up project defaults when your team uses the same numbering, managers, or review paths repeatedly. Open Submittals, then the settings action. Project settings can include:
Best for: Project administrators · Requires: Submittal write access.
Set up project defaults when your team uses the same numbering, managers, or review paths repeatedly. Open Submittals, then the settings action. Project settings can include:
- Default submittal manager
- Submittal numbering options
- Revision display choices, including numeric or lettered revision labels
- Approval templates
In Submittal Approval Templates, create repeatable stages and approvers for common review chains. On a Draft submittal, select Apply Template. If stages already exist, Change Template removes them and replaces them with the template's stages. Clear Template removes existing approval stages. After responses begin, you cannot replace the template because the existing review history needs to remain intact.