Submittals List View
The Submittals List View is used to manage and organize Submittals within a folder structure. It displays Submittal status and summary details, and provides the ability to manage Submittals in bulk.
Submittals can be organized using a Folder Tree structure. They must reside within folders designated as “Mount Folders.” By default, the Submittal Root folder cannot store Submittals; its purpose—like other non-mounted folders—is primarily for organizational use.
Each Mount Folder requires a folder prefix, which is used as the prefix for Submittal names created within it. The final part of the Submittal name represents the total count of items in the folder, including removed items. The default count length is five digits.
Submittal naming convention follows this pattern:
Example: INF-00001
Submittal Folder Actions
There are several actions available to manage Submittal folders. Click on the corresponding link below to learn more about each action.
- Add a Submittal(s)
- Copy/Paste Submittal(s)
- Cut/Paste Submittal(s)
- Delete a Submittal(s)
- Dropdown Options for Submittals
- Edit Submittal(s)
- Run Report for Submittals
- Submittal Report file pdf reports into library
Submittal Table Actions
The actions available in the Submittal table vary based on role permission settings. These actions are documented below(click on each link to learn more about the corresponding module action).
