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Edit Submittals

In this topic, we'll show you how to edit the Submittals

  1. Click on the Submittals module from the left navigation.
    Note: You will be redirected on the Submittals Dashboard.


  2. Click on the Actions menu drop-down located next to the Submittal ID.

  3. Click on the Edit.


  4. Click in the Title text box and change the Submittal title.


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

  6. Click on the Attach Files drop down, 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.

  7. Select the checkbox next to the Cover Letter section to include a cover letter with the Submittal.

  8. Click on the Cover Letter section.

  9. Click in the Cover Letter text area and enter your cover letter text here. You can also copy and paste the text from an existing file such as a .doc or .docx file.

  10. Click on the Update button.

  11. Click on the Yes button.

  12. The Submittal will be updated successfully.

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