Submit a Submittal

After a submittal item has been assigned, its Required Action value changes to Submit. This means that someone—typically a subcontractor—must upload a submittal file and submit it for approval. When you submit a submittal, its Required Action value is set to Review and the submittal coordinator is notified.

To upload a submittal file and submit it for review:

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. In the submittal table, find the submittal that you need to submit.

   It should have a Required Action value of Submit.

4. In the Required Action field, select Submit.
5. In the Submit dialog box, in the Comment area, add any notes or additional information you want to provide about the submittal.
6. In the File field, select the file to upload and submit.
7. Select Submit.