Edit a Submittal

Edit Submittal Header Information

1. At the Submittal listing, click on the Submittal # to view the details.
2. Click Edit.
3. Edit the Header information as needed such as Company Currently Responsible or Close status.
4. Click Save or Save and Close in the footer.

Edit Submittal Items

Edit Dates and Status Fields Only:

1. Navigate to the Submittal Items section on the read-only form.
2. Click Edit.
3. Update any of the date or status fields as needed.
4. Click Save.

Edit All Submittal Item Details:

1. Navigate to the Submittal Items section on the read-only form.
2. Click on the Submittal Item # or Item Description. These are hyperlinks and will redirect to the Submittal Item Details form.
3. Update any fields as needed.
4. Click Save or Save and Close.

Apply Global Changes To Items:

1. Navigate to the Submittal Items section on the read-only form.
2. Select one or more items using the checkbox on the left.
3. Click the Global Changes button above the Items grid.
4. Use any of the following Global Change Options:
   • Manufacturer Related Fields
     • Manufacturer Name
     • Manufacturer Part #
     • UPC
   • References
     • Prime Contract #
     • CPR / CO #
     • Subcontract #
     • SCO #
     • Drawing
     • Location
     • Spec. Section
     • Other
   • Originator Dates
     • Due From Originator
     • Received From Originator
     • Status Sent To Originator
   • Status Related Fields
     • Status
     • Status Dates
   • Delete
5. Click Save.

Import Drawings as Submittal Items

1. Navigate to the Submittal Items section on the read-only form.
2. Click the Add / Import Items drop-down shown above the grid and to the right.
3. Click Import Drawing option
4. Optional: In the Import form, select the From and To Date then click the Filter button.
5. Optional: Use the Search box to filter existing drawing records.
6. Select one or more drawings using the checkbox on the left.
7. Click the Add or Add and Close button shown below the grid.

Edit Respondents

Edit Sent, Respond Due Date, Responded Date Fields Only:

1. Navigate to the Respondents section on the read-only form.
2. Click the Edit button to the right of the Respondents heading.
3. Update any of the three date fields as needed.
4. Click Save.

Edit Company Details Including Response or Comments:

1. Navigate to the Respondents section on the read-only form.
2. Click on the Company Name. This is a hyperlink and will redirect to the Submittal Respondent Details form.
3. Update any of the date and response fields.
4. Click Save or Save and Close.

Add a Company and Contact to the Respondents Section

Companies and Contacts that will be referenced on the Submittal must exist in the Contact Management module and be listed in the Project Directory prior to importing.

1. Navigate to the Respondents section on the read-only form.
2. Click the Import Company / Contact button shown above the grid and to the right.
3. Optional: Use the Search box to filter the company and contact listing.
4. Click the checkbox next to the companies and contacts that will be responding to the Submittal.
5. Click the Add or Add and Close button in the footer. The Add button would be applicable when using the Search box.

Upload or Link Additional Files

Files such as images or PDFs that pertain to the Submittal can be uploaded and linked to the record.

Upload Files from Local Hard Drive:

1. Navigate to the Linked Files section on the read-only form.
2. Select one or more files on your local hard drive and drag them to the Drag files here section or use the Add button shown on the right.

Link Existing Files that have already been uploaded to the system:

1. Click the Link Existing Files button on the right.
2. Select the View
   • Current Project / Feature
   • Current Project Drawings and Specifications
3. Select the Feature
4. Select one or more files listed in the grid using the checkbox on the left.
5. Click the Link and Close button below the grid.