Creating and opening a submittal

Best for: Managers and draft creators · Requires: Draft or write access; opening requires write access.

Create a Draft when you want to assemble the documents and approval path before notifying approvers. Opening the submittal makes that review path active.

1. Open Submittals.
2. Create a Draft submittal.
3. Enter the title, description, type, spec section, package, manager, responsible contractor, and due information as applicable.
4. Add source documents.
5. Build stages manually, use Request Submission, or apply an approval template.
6. Verify approvers, stage due dates, and approval conditions.
7. Select Open Submittal.
8. In Open Submittal for Approvals, select Yes, Open Submittal.

The submittal receives its number when opened. Approvers are notified only when their stage becomes current; subscribers follow all approvals.

Back to Submittals Help