Work with Submittals

Submittals let your project team send documents, materials, and equipment for approval.

Use the Forma app on iOS and Android to create, edit, and track submittals.

Submittal item details on mobile

To learn more about Forma, see Autodesk Forma.

These topics cover how submittals move between contractors, subcontractors, project owners, architects, and engineers.

Create Submittal Items

Detailed instructions and essential information for efficiently creating a submittal item within the Submittals tool.

Submittal Packages

Overview of the process of creating submittal packages, enabling you to categorize and manage submittals effectively based on tangible elements like floors or rooms, streamlining communication and the review process in your construction project.

Submittal Spec Section

Detailed instructions and vital information for creating a Submittal Spec Section, which is crucial for categorizing submittal items within the Submittals tool.

Process Submittal Items

Overview of the process of effectively managing and processing submittals, focusing on the various components including the workflow bar, general information, workflow table, planning section, activity log, and reference section for a holistic understanding and control of submittal items in a construction project.

Review Submittals on Mobile

Learn how to set review responses on submittal items directly from the mobile app on iOS and Android, without switching to the web app.

Submittal Attachments

Overview of the workflow for adding, reviewing, annotating, and managing Submittal attachments.

Export Submittal Items

Export Submittals as report and project documentation.

Search and Filter Submittal Items

Search and filter Submittals to obtain relevant information.