Submittals
Send packages for review, record the stamps that come back, and distribute the result.
Getting started
Everyday tasks
- Log a submittalRecord a new submittal with its spec section, manager and dates, then send it straight away, save it as a draft, or go on to set up its workflow.
- Edit a submittal's detailsChange a submittal's title, manager, dates or any other detail right where it's shown, including delivery dates after it's closed.
- Set up the approval workflowAdd the review steps a submittal goes through, choose who is on each step and whose response is required, and change steps later.
- Send a submittal for reviewOpen a draft submittal and email it to the people on its approval workflow.
- Review a submittal and give your stampRespond on your workflow step with a stamp, a message and marked-up files, or record a response for someone else.
- Close and distribute a submittalIssue the reviewed package and chosen responses to the people who need them, close the submittal, and distribute it again later if needed.
- Resubmit a submittal that was knocked backSend a submittal round again as a new revision after it came back Revise & Resubmit or Rejected, keeping every earlier trip on the record.
- Generate submittals from the spec bookTick spec sections, review the submittals StruXure proposes from them, and create them all as drafts in one go.
- Add files and comments to a submittalAttach the package files, discuss the submittal in comments, and remove a file added by mistake.
Guides by role
Finding submittals
- Search, filter and sort submittalsNarrow the submittal list to the ones you care about, change the columns, and sort by any column.
- Save a view of the submittal listKeep a set of filters, search, columns and sort as your own tab, and use it on every project.
- Print the submittal log or export it to a spreadsheetMake a PDF log of the submittals you're looking at, or download them as a CSV file.