1. Open the desired contract from Your Company’s Contracts and select the “Submittals” tab:
2. Select “Create New Submittal”:
- Enter a title for the submittal.
- Click “Accept.”
This will automatically generate the document organizer.
3. Add documents and enter/change information in organizer:
- Add any PDF files you wish to include with the submittal
- Manage image displayed on submittal
- Change submittal title and number if needed
- Enter date and date submittal was requested
- Add description if needed
- Select the name of your recipient
Click “Save and Update” for any changes made.
4. Review and Send.
- Review the submittal and ensure all necessary documents and information are included.
- Click “Send Submittal.”
The submittal has now been sent to the stakeholders for approval.