Submittal types

Submittal types can be used to group and filter the submittal list, as well as when printing log reports.

Examples of submittal types

  • Mockups
  • Samples - Flooring
  • Samples - Paint
  • Samples - Fixtures
  • Schedules
  • Shop Drawings

View and add submittal types

  1. Log in to Sage Construction Management as an Admin.
  2. Go to Settings > Feature Settings > Correspondence.

    The available submittal types are listed under the Submittal Types section.

  3. To add a new submittal type, click Add, enter the submittal type in the available field, and select Save.
You cannot delete a submittal type if it's referenced on a project record.