Export Submittal Items

Export submittal items to create reports you can share, file, or use to document your submittals. Reports can include submittal details, references, and attachments.

You can export submittal items in four ways:

• Export all: Exports all submittal items in the list.

• Export selected: Exports the submittal items that you choose.

• Export single: Exports one submittal item.

• Export filtered: Exports the items that match your search or filter criteria.

  Note: Export to a bridged folder to share submittals in Open, Draft, and Required status with another project, in addition to Closed submittals.

Export multiple submittal items

1. Choose the submittal items you want, or choose Export all.
2. Enter a Title.
3. Choose the Report Type:
   • Submittal Item Summary
   • Submittal Item Detail
   • Submittal Item Status Summary
4. Choose the report format, PDF or Excel.
5. (Optional) Include a Cover Page, a Table of Contents, or both.
6. Choose Run report.

Choose Excel columns

When you choose Submittal Item Summary and Excel, a column picker lets you choose which columns appear in the report.

• All standard submittal fields are available by default.
• The ID and Number columns link to the submittal in the tool.

Export a single submittal item

1. Open the submittal item.
2. Choose Export.
3. Enter a Title.
4. (Optional) Include Photos, and choose the number of photos per row.
5. (Optional) Include References.
6. (Optional) Include Attachments:
   • Submission attachments
   • For review attachments
   • Review attachments
   • Final response attachments

The report accepts up to 30 PDF attachments, each up to 60 MB. Attachment types that don't apply are disabled. See Reports FAQ and Troubleshooting for more information and possible workarounds.

Export a submittal package summary report

When you export multiple items or choose Export all, you can generate package summary reports that include:

• Package Overview: Summary information for each package, including item counts and status distribution.
• Package Details: Detailed breakdown of all items within each package.
• Cross-Package Analysis: Comparative statistics across multiple packages.

To generate a package summary report:

1. Choose Export all, or choose multiple items across packages.
2. Choose Submittal Package Summary as the report type.
3. Choose the report format, PDF or Excel.
4. Choose Run report.

PDF attachment password protection

When you export submittals, you can include PDF attachments that have password protection. There are two types of passwords for PDF files.

Owner passwords

An owner password:

• Restricts editing, printing, and copying content.
• Lets any user open and view the PDF.
• Allows the file to be embedded as an attachment.

User passwords

A user password:

• Restricts who can open and view the PDF attachment.
• Prevents unauthorized access to content.
• Blocks the file from being embedded as an attachment.

When you embed PDFs:

• Files with user passwords can't be embedded.
• Files with only owner passwords can be embedded.
• The system preserves user passwords but removes owner passwords.

Save a report to Files

Save a submittal report directly to a folder in the Files tool. Export to a bridged folder to share submittals in Open, Draft, and Required status with another project.

1. Follow the steps to export multiple or single submittal items.
2. Find Save to files in the export options.
3. Choose Select Folder to pick the destination folder in Files.
4. Go through your project's folder structure and choose the folder you want.
5. To share the report with another project, choose a bridged folder.
6. Choose Run report to generate the report and save it to the folder.