Submittals Guide
This document guides the user through the Submittals view, identifying its features.
After entering infinitrac, select Applications-> Submittals and then navigate to the appropriate folder below "Submittal Management." - Viewable access may vary.
Once you have selected a folder in Submittal Management, right click the folder to view editing options.
Before any Submittal can be added to the selected folder, it must have a Prefix set.
To set a Prefix, right click on a folder to view the Folder menu then click the "Set Prefix" link.
A new window will open allowing the user to set the Prefix to the folder. Click the "Submit" button to apply the Prefix and close the window.
Prefixes may only be set when a Folder is "Mounted." See Edit Folder.
Dissolving a folder will delete the selected folder and move its content into its parent folder.
If the dissolved folder has sub-folders, those sub-folders will not be deleted and will still remain under parent folder.
Clicking the "New Submittal" icon at the top right of this screen will add a new Submittal to the selected folder. Also see Add New Submittal. Submitals may be organized into subfolders, but will maintain their serialized identification.
Submittals will be named after their Prefix and a serialized number.
When adding a Submittal folder, that folder may be designated as a "Mount Folder."
Setting a folder as a "Mount Folder" will require a new "Prefix" to be set, and will also restart the serialized numbering sequence. - Permission may be required