Submittals Response Files

Uploading Response Files with a Submittal

To upload a response file and associate it with a Submittal:

1. Navigate to the Submittal’s Detail View.

2. Select the “+” button in the Files section.

Users can drag and drop files, or browse and select them from the file explorer. Multiple files can be added for upload

If a file was already uploaded to the project's File Management module, there is no need to upload it again to a Submittal: User can associate the file.

Once the file(s) are uploaded, a success alert will appear in the top right-hand corner with a green check mark.

Downloading Files from a Submittal

Users can download files associated with a Submittal by clicking the Download Files button. All files linked to the selected report will be downloaded as a compressed ZIP file.

Deleting Files from a Submittal

To delete associated files from a Submittal:

1. Click on the checkboxes next to the files.

2. Click the “Delete” button.

Associating Files with a Submittal

Instead of uploading a file directly to a Submittal, user can also associate an existing file uploaded to a project's File Management module. Files can have multiple Submittal associations, and the file will be displayed in each Submittal's detailed view.

Dynamic Linking

User can turn dynamic linking on/off when associating a file to a Submittal. 
Revisions can be uploaded to the files from File Management's folder Detail View, and if the latest revision is changed, it will update for all associated Submittals if dynamic linking is turned on.
If dynamic linking is turned off, changing the latest revision in the File Management module will not change the revision in associated Submittals.

To associate a file with a Submittal:

1. Navigate to the "Files" section in a Submittal's Detail View.

2. Click on the link button (see screenshot below) 

3. A new window will open, displaying the File Management Module's folder tree structure.

4. Select the files to associate with the Submittal.

5. Turn Dynamic Linking on/off via the check box in the top right corner of the new window

6. Click on "Associate" button.

The selected files will now appear in the Submittal's "Files" section. 

Uploading Folder Structure

Instead of simply uploading multiple files into one Submittal, user can also upload entire folder structures (with subfolders, files). These structures need to be archived/zipped prior to upload, and infinitrac will upload and unpack them into the selected Submittal.

To upload a folder structure:

1. Navigate to the "Files" section in an Submittal's Detail View.

2. Click on the “Upload Folder Structure” button (see screenshot below) 

3. A new window will open, displaying a dropzone where user can drag and drop files or browse and select files from the explorer.

4. Click on “Upload” button, located in the dropzone.

Uploading large/multitude of files and folders can take time, depending on the internet connection. User will receive an e-mail notification as soon as the upload finishes, including details of the uploaded folder structure's location within the file management module.