Submittals Generate Package

To perform the actions mentioned in this article, users need to have the appropriate roles enabled in the Submittal role section.

To generate a package for a Submittal Report:

1. Select an open Submittal.

2. Click the “< Detail” button in the folder tree toolbar. This will open the Detail View of the selected Submittal.

3. Click the “Generate Package” button in the upper right-hand corner.

Upon success, a green message will appear in the top right-hand corner stating: “Submittal Notification was sent successfully”.

The Submittal will then be locked, and a package will be generated containing all information provided to it (files, comments, description, etc.).

The generated package will also be associated with the Submittal in the File Management module.

The Generated Package can be found by:

1. By opening the Files table in the Submittal and clicking the link in the “File Path” column, the File Management Module will open at the corresponding location.

2. Manually navigate to the Files Management module, then go to Modules → Submittal Resolution → Submittal Resolution Root, and follow the path where the Submittal is located..

The Generated Package will include a unique appendix (e.g., _Rev_01) if multiple packages are created for the same Submittal.

Note that generating the package may take longer, depending on the size of the associated files.

If the process fails, a message will appear in the top right-hand corner stating: “Error Occurred: Submittal Notification was not sent”.