Edit a Submittal

You can add or modify additional details for a submittal after it is created by going to Projects > Submittals > Edit.

If you need to edit multiple submittals, you can use Edit Multiple Submittals to modify select fields.

From the home page, under Projects, select the name of the project you want to open.
Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
The Dashboard for the project appears.
Select the Submittals tab.
Select the submittal number for the submittal you want to work with.

Note: The submittal number appears in blue text and becomes underlined when you mouse over it.

The Submittal page appears.
Click the Edit button .
Modify the fields on the Edit Submittal Item window as needed.
See Submittal Fields for details.
Select Save.

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