Edit Multiple Submittals

You can modify certain details for multiple submittals at one time by going to Projects > Submittals > Edit. You can only modify certain fields using bulk edit.

The submittals have to be on the same project.

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 check box for each submittal you want to edit.
Click the Edit button .
The Bulk Edit Submittals window appears.
Select the check box for each field you want to modify and then modify the field.
See Bulk Edit Submittal Fields for details.
Select Save.

Each selected submittal is updated.

You may still need to edit each individual submittal. See Edit a Submittal.

Edit Multiple Submittals

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