Edit a Submittal

Objective

To edit an existing submittal using the project's Submittals tool. 

Things to Consider

Steps

  1. Navigate to the project's Submittals tool.
  2. Locate the submittal to edit. See Search and Filter Submittals.
  3. Click Edit
  4. Update the information as you want:
  5. Do the following:
    • Click Update to save changes without sending an email notification. 
      OR
    • Click Update & Send Emails to save changes and send an email notification to members of the submittal workflow and distribution list. 

See Also