Downloading, reporting, and bulk editing

Best for: Document control and project leadership · Outcome: Produce registers and formal packages.

• Select Download PDF on a submittal and choose source and approver documents.
• Select Copy Link for users who already have access.
• Use the project Submittals Report for a project register.
• Use All Submittals for permitted organization-wide review.
• Use table bulk actions to update supported fields such as due dates, types, managers, contractors, packages, spec sections, or statuses.
• Use project bulk export and closeout tools when the package and permissions allow them.

Bulk status changes do not perform the guided opening or distribution steps. A PDF captures the submittal at that moment, so generate it again after responses, documents, or distribution change.

Back to Submittals Help