This procedure allows you to update the submittal attributes using the General tab in the Submittal Details panel.
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Navigate to Contracts > Submittals.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.
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Click Refresh for screen update.
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Click the Submittal Register tab. The Submittal Register panel appears.
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In the Submittal Register panel, click the Submittal ID hyperlink. The Submittal Details panel appears.
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In the Submittal Details panel, click the General tab.
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Edit the Submittal Name.
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Click the Type ellipsis to select the required submittal type.
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Click the Priority ellipsis to select the required priority. The available options are listed below:
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H – High
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M – Medium
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L - Low
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Select the Review Due Date.
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(Optional) Attach the submittal related document. To attach the document, perform the following:
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Click the Attachment ellipsis. The Document Detail dialog box appears.
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Click the Upload button. The Upload Document dialog box appears.
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Click the Browse button to select a file to upload and click the OK button.
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Click the Close button. The selected file is attached in the Attachment column.
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Click the Save button.
To view or save the attachment, click the attachment hyperlink.
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Type the required Comment.
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Click SAVE.