Getting Started with Submittals for Administrators

Key administrative tasks for setting up the Submittals tool:

1. Configure Default Values
   • Set default submittal managers
   • Establish standard review times
   • Define default watcher lists
   • Configure numbering conventions
2. Set Up Custom Responses
   • Create approved response types
   • Configure revise and resubmit options
   • Define rejection responses
   • Set up standard annotations
3. Create Review Templates
   • Define standard review workflows
   • Set up review steps and durations
   • Assign default reviewers
   • Configure optional review paths
4. Establish Types and Categories
   • Set up submittal types
   • Create spec sections
   • Configure packages
   • Define custom fields