Mark a Submittal as Private
Objective
To mark a submittal as private using the Project level submittals tool.
Things to Consider
- Required User Permissions:
- To mark the submittals you create on a project as private, 'Standard' level permissions to the Project level Submittals tool
- To mark any submittal on a project as private, 'Admin' level permissions to the Project level Submittals tool
- Additional Information:
- A 'Private' submittal is only visible to the 'Submittal Manager', users added to the submittal workflow, members of the distribution list and users with 'Admin' level permissions to the project's Submittals tool.
- If you are a user with 'Admin' level permissions to the project's Submittals tool, you can change the default privacy setting for new submittals. See Mark New Submittals as Private by Default.
Steps
- Navigate to the project's Submittals tool.
- Click Items.
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This reveals a list of the submittals on the project.
- Locate the desired submittal in the list and click Edit.
- Under 'General Information', scroll to the 'Private' label.
- Mark the Private checkbox.
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- Click Update.