User manual

Submittal Packages Tab
This tab is available in a submittal package log. Submittal packages can not
be deleted. Once a package is created it can only be recalled or closed out.
Submittal packages that have been sent are displayed in the assignee's
dashboard under Action Items. The item is listed as "submittal package".
In this tab you can add a submittal package. Read the following sections for
details:
Adding a package:
1 In the submittal package log, click Add Submittal Package. The Add New
Submittal Package is displayed.
2 Fill in the fields as necessary. Required fields are marked by an asterisk.
3 When you are finished you have several options for saving the package:
■ Save and Add Another — save this package and continue adding new
packages.
■ Save and Return — save this package and return to the submittal log.
■ Save and Add Items — save this package and continue to the
Submittal
Items Tab
(page 346).
■ Cancel — return to the submittal log without saving any data entered.
Editing a package:
Depending on your role in the submittal process you can edit a package that
has been assigned to you. Submittal packages can not be edited when they
are being reviewed.
1 Click the package link in the Submittal Package tab. The details of the
package are displayed.
2 Click Edit.
3 Enter changes as necessary and click Save and Return. You are returned
to the Submittal Package tab.
Importing a package:
You can import submittal packages instead of entering them manually. When
importing it’s important to note that the file you import must be in the
following format:
Working with Submittal Packages | 343