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Help Submissions & Review

Record an External Submittal

Put a submittal you sent outside the app on the log, with its PDF, dates, and outcome.

Some packages predate the project's move here, and some go out by hand in a hurry. Either way, a log with holes in it is a log nobody trusts. Recording puts the real PDF on the record so the history is complete.

Record it

  1. Open the submittal and pick More, then Record a submittal sent outside the application. The Submissions tab opens on the recording form. With nothing submitted yet, the form is also right there on the tab.
  2. Drop the PDF that was actually sent.
  3. Enter the submission number, or leave it blank to take the next one in sequence.
  4. Fill in the submitted date, and, if the review already came back, the review outcome and response date.
  5. Click Record it.

The submission appears on the Submittal Log like any other, marked Recorded so it reads apart from a package the app compiled. Your equipment list is untouched, and the next submission you issue from the app simply continues the numbering.

Walkthrough 7 steps · 0:43 video

  1. Record an External Submittal, step 1: the screen with the control outlined
    Step 1 of 7 Open the submittal the package belongs to. For this tour, start one with New Submittal.
  2. Record an External Submittal, step 2: the screen with the control outlined
    Step 2 of 7 Name it after the package that went out, and press Enter.
  3. Record an External Submittal, step 3: the screen with the control outlined
    Step 3 of 7 Open the Submissions tab. With nothing submitted yet, the recording form is right there.
  4. Record an External Submittal, step 4: the screen with the control outlined
    Step 4 of 7 Drop the PDF that was actually sent.
  5. Record an External Submittal, step 5: the screen with the control outlined
    Step 5 of 7 Leave Submission number blank to take the next number, and fill in the Submitted date.
  6. Record an External Submittal, step 6: the screen with the control outlined
    Step 6 of 7 Click Record it.
  7. Record an External Submittal, step 7: the screen with the control outlined
    Step 7 of 7 It joins the log marked Recorded. Until a returned document is attached, you can replace, renumber, or delete it.

Fix a mistake

A recorded submission is typed in after the fact, so the usual error is the wrong file or the wrong date, not a bad build. Until the reviewer's returned document is attached, you can correct all of it:

  • Replace the PDF from the submission's row, without re-entering anything around it.
  • Change the number or the dates in the submission's drawer on the log, where the record strip saves as you go.
  • Delete it entirely, even when it is not the newest submission.

Once a returned document is attached, the submission joins the permanent record like any other and corrections close. That is the point of the log: what the reviewer responded to can never quietly change underneath their response.

What a recorded submission doesn't have

Because the package was assembled elsewhere, there is no issued snapshot of individual artifacts and no recorded contents to diff against neighboring submissions; the drawer says so instead of guessing. Everything else works normally: returned documents, the outcome reading, and comment tracking treat a recorded submission exactly like a compiled one.

Bringing a project in mid-stream? Record the old submissions first, oldest to newest, then build the next round in the app. The thread reads as one continuous history.

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Updated Oct 17, 2026

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