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Create a Submittal

Submit a document set — a shop drawing, spec, method statement, or similar — for formal review.

Prerequisites: a project role with Submittal write access; the Submittal Type catalog configured for the project.

Steps​

  1. In the Submittals list, click + New. The Create Submittal panel slides in from the right.

    Create Submittal panel

  2. Fill in the general information:

    • Name (required).
    • Description (required, rich text).
    • Type (required) — from the project's Submittal Type catalog.
    • Discipline (required).
    • Package (optional) and Submitter Ref No (optional — your own document number).
    • Revision (optional) — a user-entered revision label.
    • DTag (optional) — attach the submittal to locations in the project structure.

  3. Scroll to Submission & Workflow:

    Submission and workflow section

    • Assignee (required) — the coordinating reviewer who will record the disposition.
    • Expected Close Date — the system suggests a date 7 days from today; change it if you want.
    • Distribution — the people who will receive email notifications about this submittal. Click + Add Distribution to add or remove people.

  4. (Optional) Add attachments (PDF, DWG, IFC, images — max 500 MB per file).

  5. (Optional) Toggle Private at the top of the panel — see Privacy.

  6. Click Submit.

:::tip Create several submittals in a row Tick Create another before submitting. After saving, the panel stays open and keeps your Type / Discipline / Package / Assignee / Distribution selections, clearing only Name, Description, and attachments — so you can enter the next submittal faster. :::

:::tip Drafts are saved automatically If you close the panel without submitting, your input is kept as a Draft — find it under Drafts in the sidebar. Drafts can be edited or deleted at any time, and only you (the Creator) can see actions on them. :::

What happens next​

  • The submittal is created with status Submitted and a system-generated Document Ref. No.
  • The creation email is sent immediately to the assignee and distribution list.
  • When the assignee first opens it, the status automatically moves to In-Progress (an "Acknowledge" entry appears in the Activity timeline).