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What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

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Equipment Register Basics Import a BOM Equipment Documents

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The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications Spec Check

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

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Connect an Agent

Help Submittals

Create a Submittal

Start a new package from a template, pick its type, and manage its name and settings.

Starting a new package usually means copying last month's folder and hoping you deleted everything that doesn't apply. Here, a new submittal starts from a template with its sections and cover already in place.

Create one

  1. Open your project and pick Submittals in the project rail.
  2. Click New Submittal.
  3. Pick a Type and give it a name. The name is the submittal's identifier on covers, transmittals, and filenames.
  4. Click Create submittal. Sections come from the layout set for the Type, or your default layout when none is, and you can configure them anytime after creating.

Walkthrough 3 steps · 0:21 video

  1. Create a Submittal, step 1: the screen with the control outlined
    Step 1 of 3 On the project's Submittals page, click New Submittal.
  2. Create a Submittal, step 2: the screen with the control outlined
    Step 2 of 3 Pick a Type. Product Data is the usual choice for equipment cut sheets.
  3. Create a Submittal, step 3: the screen with the control outlined
    Step 3 of 3 Give it a name and press Enter. Sections and cover come from the Type's default template.

Types

The Type picker is grouped by what the package is for:

  • Action Submittals, issued for review and returned: Product Data, Shop Drawing, Sample, Design Data, Test Report, Certificate, Manufacturer's Instructions, Other.
  • O&M Manuals, for closeout and turnover: O&M Manual, Warranty, Record Documents. See O&M manuals.
  • Redlines: a Redline submittal owns a single marked-up drawing set instead of sections and equipment. See Redlines.

Admins can add custom types under Settings > Package contents, choosing at creation whether each behaves as an action submittal or closeout. Two types of the same kind compile identically; the type adds your company's vocabulary and its short code to numbering. The same page holds the package layouts each type starts from.

The settings drawer

Settings, beside Share in the submittal's header, opens the settings drawer to change:

  • Name. Renaming takes effect on the next compile.
  • Specification. Link the spec sections this submittal is issued against by number, browse your claimed sections, or pick from suggestions. The one marked PRINTS appears on the cover and the transmittal's SPECIFICATION # line.
  • Type. Changing it re-keys how the submittal compiles; the next compile applies it.
  • Package contents. The template was copied at creation, so this submittal owns its sections. To re-apply one, pick it under Apply a template: the drawer lists exactly what would be added, and Apply only adds what is missing.

Rename, delete, restore

More in the submittal's header holds Delete submittal. Deleting a submittal with no issued submissions removes its sections, placements, and uploads. Once submissions have been issued, the menu offers Archive submittal instead: the submission history and the exact submitted PDFs are kept forever. Archived submittals sit in a collapsed list at the bottom of the Submittals page. An archived submittal's own page says it is archived and offers Restore.

Next: scope in the equipment it covers, then compile it.

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Updated Oct 17, 2026

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