Add a Submittal(s)
To add a Submittal, the user role must have the “add” privilege enabled.
To Add a Submittal in List View:
Select the folder that will contain the new Submittal(s) from the folder tree on the left-hand side.
Click the “+ Add” button in the data table action menu.
The “+ Add” button becomes available when the selected folder has a folder prefix assigned.
A new Submittal will be automatically generated and displayed at the top of the Submittal list.
If successful, a confirmation message will appear in the top-right corner:
“Submittal [Submittal Name] has been created successfully.”
If the operation fails, an error message will be shown:
“Error Occurred: Failed to create [Submittal Name].”