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.