Add New Submittals

In this topic, we'll show you how to add new Submittals

From the Activity Stream

  1. Click on the Submittals tab on the Activity Stream.



  2. Enter the submittal title in the text box.



  3. Click on the Company icon.



  4. Select the company, to which you wan to send the Submittal to, from the drop down list.



  5. Click on the Requested Approval Due Date icon and select a date from the calendar.





  6. Click on the Add Attention icon.

      

  7. Select the checkboxes next to the assignee names. The assignee names may be prepopulated based on your Workflow Settings.

      

  8. Click on the Save button.

      

  9. Click on the Attach File icon.



  10. Select the Attach From Computer option and select the files that you want to attach with the Submittal.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  11. Click on the Link Files icon.

      

  12. Select the Attach From Builderbox File Cloud option and select the files that you want to link with the Submittal.
    Note: You can also link files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to link files from a cloud service the system will ask for your permission to connect with the file storage service of your choice. “Linking Files” to a document is different than “Attaching Files.” When you link a file, it will only attach a link of the file from the cloud service and won’t make a snapshot (in time) of that file. On the other hand when you use the “Attach Files” feature, a snapshot (in time) of the attached files will be stored as record with the documents.





  13. Click on the Submit button.



  14. The Submittal will be sent to the assignees selected in the previous steps and a message will be posted on the Activity Stream. Assignees will also get notified by email based on their Notifications Settings.



From the Submittals page

  1. Click on the  Submittals module from the left navigation.

      

  2. Click on the Add New Submittal link. A white screen with a link will only show until you haven’t added any Submittals to the project. Once you add a Submittal, you will see a Add New Submittal button located on the top right corner of the screen. You can click on this button to add new Submittals.

     
      

  3. Click on the Company drop down and select the company, to which you wan to send the Submittal to, from the drop down list.

      



  4. Enter a Submittal title in the Title field.

      

  5. Click on the Requested Approval Due Date field and select a date from the calendar.


     
      

  6. Click on the Attach Files drop down.



  7. Select the Attach From Computer option and select the files that you want to attach with the Submittal.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.

      

  8. Click on the Link Files drop down.

      

  9. Select the Attach From Builderbox File Cloud option and select the files that you want to link with the Submittal.
    Note: You can also link files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to link files from a cloud service the system will ask for your permission to connect with the file storage service of your choice. “Linking Files” to a document is different than “Attaching Files.” When you link a file, it will only attach a link of the file from the cloud service and won’t make a snapshot (in time) of that file. On the other hand when you use the “Attach Files” feature, a snapshot (in time) of the attached files will be stored as record with the documents.





  10. Click on the Assignee text box. An Assignee pop up will show.



  11. Select the checkboxes next to the assignee names and then click on the Update button. The assignee names may be prepopulated based on your Workflow Settings.



  12. Click on the Submit button.



  13. Click on the Yes button.

      

  14. The Submittal will be sent to the assignees selected in the previous steps and a message will be posted on the Activity Stream. Assignees will also get notified by email based on their Notifications Settings.

        

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