Submittals Detail View
Submittal Detail View is used to manage a single Submittal data/content. Detail View displays all of the Submittal attributes and associations such as:
Submittal Content - Files table
Submittal Reviewers - Reviewers table
Submittal Comments - Comments Table to collect Reviewer's feedback
Submittal Response Files - Files attached to aid the resolution of the issue
Submittals Detail View Actions
By default, the Reviewers, Comments, and Files tables are minimized.
Clicking the down arrow button will expand the respective section.
Each table title displays the number of items it contains. Tables with zero items do not show a count.
Reviewers Table
The Reviewers table is used to manage the contacts to whom Submittals are sent.
Users must have Contact Management permissions enabled in order to manage Submittal contacts.
Each Submittal reviewer will receive a separate email notification containing a tracking code and a download link to the Submittal content.
To send out a Submittal, at least one reviewer must be added to the Reviewers table.
If no reviewers are present, the table border will appear in red to indicate that this is a required field
Comments Table
The Comments table is used to manage Submittal correspondence received from recipients or the sender.
Comment replies are nested one level beneath each original comment.
Users must have the Submittals - Edit permission enabled to edit comments, and Submittals - Delete permission to delete them.
Files Table
The Files table is used to manage the content of a Submittal package.
Files uploaded or associated with the Submittal will be packaged into a ZIP archive, which also includes a PDF Submittal Report.
Users must have the Submittals - Edit permission enabled to modify file metadata, and Submittals - Delete to remove files from the Submittal.
To import files into a Submittal, the Submittals - Import permission must be enabled
To send out a Submittal, at least one file must be added to the Files table.
If no items are present, the table border will appear in red to indicate that this is a required field
Response Files
The Response Files table is used to collect Submittal correspondence and actual responses from involved parties.
Files uploaded or associated with the Submittal will be packaged into a ZIP archive, which also includes a PDF Submittal Report.
Users must have the Submittals - Edit permission enabled to modify file metadata, and Submittals - Delete to remove files from the Submittal.
To import files into an Submittal, the Submittals - Import permission must be enabled