Copy, Merge, Delete, and Add Submittals

Once you've generated your submittals, you can perform the following actions on the Generated submittals tab:

• Copy Submittals
• Merge Submittals
• Delete Submittals
• Add Submittals

Copy Submittals

You can copy one or multiple submittals and specify which details to use for the new submittal.

1. Select the checkbox next to the submittals of your choosing and either:

   • Click at the top left of the page

     or

   • Click the More menu icon on the right of the selected submittal, and click Copy

     PASTE IMAGE

     Note: The number next to the icon reflects the number of selected submittals.

     IMAGE - show 3 or 4

2. In the modal that opens, enter or select the following details to create a new submittal:

   • Title

   • Type

   • Specification sub-section

   • Description

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3. Click Done.

   On success, the newly created submittal is added to the generated submittals log.

Merge Submittals

You can merge one or multiple submittals and select details to merge submittal items and create a new submittal.

1. Select the checkbox next to the relevant submittal and select the More menu icon on the right of this submittal

2. Click Merge.

   IMAGE-screenshot

   Note: The number next to the icon reflects the number of selected submittals.

   IMAGE - show 3 or 4

3. In the modal that opens, select or enter details to merge submittal items and create a new submittal:

   • Title

   • Type

   • Specification sub-section

   • Description

     IMAGE

4. Click Done.

   On success, the newly merged submittals are added to the generated submittals log.

Delete Submittals

You can delete one or multiple submittals.

1. Select the checkbox next to the submittals of your choosing and either:

   • Click at the top left of the page

     or

   • Click the More menu icon on the right of the selected submittal, and then click Delete

     PASTE IMAGE

     Note: The number next to the icon reflects the number of selected submittals.

2. In the modal that opens, click Delete to confirm your choice.

SCREENSHOT

Add Submittals

You can generate existing submittals or create a new submittal. To do so, click the Add submittals button at the top right of the page.

Generate Existing Submittals

1. Click the Add submittals button at the top right of the page.

2. Click Generate submittals.

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   This action takes you to the review page, where you can select or deselect the specifications from which you want to generate submittals.

3. Click Next to details.

4. Create a submittal set to organize your submittals:

   • Enter set name

   • Enter creation date

     When done, click Next to generation.

     Note: Generating submittals may take a few minutes. Processing PDFs with raster data may take longer depending on the number and complexity of pages.

5. Click the View generated submittals button at the bottom to view generated submittals on the Generated submittals tab.

Create Submittals

1. Click the Add submittals button at the top right of the page.
2. Click Create submittal.
3. In the modal that opens, select or enter relevant details to create a new submittal.
4. Click Done.