Edit a Submittal

Objective

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

Things to Consider

• Required User Permissions:
  • To edit an 'Draft' or 'Open' submittal that you created:
    • 'Read Only' or 'Standard' level permissions on the project's Submittals tool with the 'Create Submittal' granular permission enabled on your permissions template.
      OR
    • 'Standard' level permissions on the project's Submittals tool without a permissions template assigned to you.
  • To edit a submittal that you did not create: 
    • 'Standard' level permissions on the project's Submittals tool and designated as the Submittal Manager.
  • To edit any submittal:
    • 'Admin' level permissions on the project's Submittals tool.
• Additional Information:
  • Users without 'Admin' level permissions on the project's Submittals tool cannot change the status of a submittal.
  • If you want to make a single change on multiple submittals, see Perform Bulk Actions on Submittals.

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:
   • General Information. See Add General Information.
   • Submittal Schedule Information. See Calculate Submittal Schedule Information (If Enabled).
   • Delivery Information. See Update the Delivery Information.
   • Submittal Workflow. See Add Reviewers to the Submittal Workflow. 
   • Distribution. See Create a Distribution List.
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

• Create a Submittal