User manual

Submittal Items Tab
This tab is available in a submittal package log.
In this tab you add items to the submittal package. A package can not be
transmitted until items have been added.
Adding submittal items
Before creating a transmittal you can add submittal items to the package.
1 In the Submittal Form log click the package number link. The View
Package page is displayed.
2 Scroll down to the Submittal Items area. Click Add Submittal Item.
3 The Add New Submittal Item page is displayed.
4 Enter an item name, type and quantity. You can provide further details
in the Item Description field.
5 Click Browse to navigate to the file you want to attach. You can select
a file from your hard drive or the Buzzsaw site.
If you select a file from your Buzzsaw site a copy of the file is attached
to the package. Thus, if the file on the site changes, the attached file is
not updated.
6 When you are finished click one of the Save options:
Save and add another - saves the current item and opens a new Add
Submittal Item page.
Save and Return - saves the current item and returns you to the View
Package page.
7 To cancel the item click Cancel. The item is not added to the package
and you lose any information that you entered.
Importing submittal items
You can import submittal items instead of entering them manually. When
importing it’s important to note that the file you import must be in the
following format:
The file must be a CSV (comma separated value) file with one header line,
and must be UTF-8 encoded. The columns should be in the following order
using the same column names.
346 | Chapter 23 Working with Submittal Packages