Add a Submittal File

If you are managing submittals, you can add files to them outside of the standard submittal workflow.

Adding a file this way is not the same as submitting a file as a submittal. For that, refer to Submit a Submittal.

To add a file to a submittal:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Submittals, and then select Submittals.
3. On the Submittals page, select the Files detail window.

   Note: A screen reader will read the Files detail window as File Attachments.

4. In the Files detail window, select  Add or  Link.

   Select Add if you want to upload a new file. Select Link if you want to associate a file that already exists in the open project with the submittal.

5. In the Add File or Associate File dialog box, select the file that you want to add to the submittal.
6. Select Upload or OK.