Bulk Actions for Submittals

This page explains how to perform bulk actions on multiple submittal items to improve efficiency. It covers:

Understanding bulk actions
Editing fields across multiple submittals
Adding and removing submittals from packages
Changing status for multiple submittals

Bulk actions allow you to select multiple submittal items and perform the same action on all of them at once. This saves time compared to editing items one by one.

To perform bulk actions:

Select multiple submittal items using the checkboxes. This will display the bulk actions drop-down menu.
Choose an action from the drop-down menu.
Confirm the action.

Submittal Bulk Actions

Edit Fields

Change the responsible contractor, due dates, manager, priority, type, etc. across multiple items.

Apply Numbering

Apply numbering to multiple unnumbered submittal items by choosing a starting number. The assigned numbers will follow in sequence from the chosen starting point, adjusting as necessary to align with project numbering settings and to avoid conflicts with existing numbers.

Example: If starting number 7 is selected and 8 is already taken, the sequence will be 7, 9, 10, and so on.

To learn more about numbering, see Submittal Custom Numbering.

Add to Package

Select several items and add them to the same package.

Remove from Package

Take multiple submittals out of their existing packages.

Apply review template

Apply existing review template to multiple submittal items.

Assign/Return to responsible contractor

Assign multiple items to a single contractor. This action requires the items to be in DRAFT or OPEN status, and not in a package.

Submit to Submittal manager

Send multiple items to a single manager. This action changes the status to OPEN and is visible to other members.

Submit for Review

Send several items to the same reviewer.

Delete draft items

Delete multiple draft items.

Set as Void

Mark multiple submittals as void.