Submittal Attachments

Attachments let you add supplemental documents and files to submittal items for reference or review at different stages. You add or change attachments when you move an item to its next step, and you can open them in view-only mode at any other time.

Submittals have four types of attachments:

• Submission: Added by the responsible contractor.
• For Review: Sent by the manager for review.
• Review Response: Included by reviewers with their feedback.
• Final Response: Selected by the manager as part of the final response.

You can upload, annotate, copy, or delete attachments only when you move an item to its next step:

• When you submit an item to the manager, submit it for review, or close and distribute it.
• When you set a response.

You can add attachments from Project Files or your computer. You can also copy or annotate attachments from previous assignees. Adding an attachment from the Files tool creates a copy of the file in the submittal. The original file stays unchanged.

The responsible contractor submits attachments to the submittal manager.

When the manager submits the item for review, they choose the attachments to send to the reviewers.

You can:

• Add new attachments from Project Files or your computer.
• Copy attachments. Choose Copy to copy the attachment to the current user's section.
• Open an attachment and add annotations (optional).

Reviewers review the items and can see the current status of all reviewers in the workflow table.

Review status

• Pending reviewers: Reviewers who haven't responded yet in the current step.
• Completed reviews: Previously submitted responses, with timestamps and reviewer information.
• Review order: Required reviewers first, followed by optional reviewers.
• Response chronology: All responses in chronological order.

To Close and distribute a submittal item, managers choose the attachments for the final response. Attachments can be uploaded, annotated, or copied.

To download all final response attachments at once:

1. Open the submittal item.
2. In the final response, choose Download all attachments.
3. The attachments download as a zip file to your computer.

Submittal attachment annotations

To annotate a PDF attachment, open the editor when you move the item to its next step. Reviewers can annotate the manager's attachments or attachments of previous reviewers.

In the editor, you can:

1. Built-in cover page , Custom cover page, and Blank page to add a cover page to a submittal attachment.

   • The built-in cover page contains the current submittal status, spec section, manager, responsible contractor, and reviewer.
   • Upload a custom cover page in PDF format.

2. Pen and Freeform highlight to draw and highlight by hand. Settings:

   • Color
   • Background color and opacity
   • Line width

3. Text and Text Highlighter to create text fields and highlight text. Settings:

   • Text color
   • Background color and opacity
   • Font, font size, and text alignment

4. Shape to draw preset shapes. Settings:

   • Color
   • Background color and opacity
   • Line width and type

5. Cloud to draw a cloud-like rectangle. Settings:

   • Color
   • Background color and opacity
   • Line width and type

6. Polygon to draw a polygon by hand. Settings:

   • Color
   • Background color and opacity
   • Line width and type

7. Stamp to create a stamp from a built-in template or add custom stamps from your computer. To create a stamp from a built-in template:

   1. Select the Stamp icon .
   2. Choose Create stamp.
   3. Choose a response.
   4. Add stamp text (optional).
   5. Choose a stamp color.

   Your name, company, and the date are added to the stamp automatically.