Copy Submittal Wizard

Step 1: Select Source Lead or Project and Corresponding Submittals

1. Click the Lead or Projects icon on the left menu.
2. Select the Lead or Project in the Quick Select section.
3. On the Lead or Project menu, select Submittals.
4. Click the Actions button on the far right.
5. Click Copy Submittal option from the drop-down menu.
6. The Source Lead or Project # should be selected already in the copy wizard form but can be changed.
7. Select one or more Submittals in the grid below by clicking the checkbox.
8. Click the Next button at the bottom.

Step 2: Select Target Lead or Project and Key Contacts

1. Select the Destination Lead or Project #. The default will be the same as the previous step (aka Source) but can be changed.
2. Select the Issue Date. Default is set to Todays date.
3. Optional: Select Originator and Respondent Due Dates.
4. Select Company and Contacts for the following. Default selections are based on the original Submittal.
   • Originator
   • Coordinator (Typically, your firm)
   • Main Respondent
5. Optional: Select if Submittal Items should be copied. Typically, this would be checked.
6. Click the Finish button at the bottom. Copied submittals will have the same numbering convention as specified in Settings | Company Settings | Numbering.