Edit Submittals

This article shows how to edit existing submittals.  Submittals are only available for Pro members.

1. Start by going to the Projects tab in the top menu.

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2. Select which project you want to edit.

3. Click on the Submittals tab in the left menu.

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4. There are three buttons next to each submittal:  View, Edit, and Delete.  We will go over all of them.  

Edit

Back at the submittal home page, click on the pencil icon next to submittal to edit it.

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The following page opens up.  Here you can change a submittal's name, division, specification, due date, and description.  You can also make the submittal private or alert team members via email.  Click Save Changes when you are done.

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View

Let's start by click the View button.

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This pulls up an overview of the submittal.  There are also options in the bottom left to edit the submittal.  You can add a file, post a comment, or change submittal status.

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Delete

Back at the submittal home page, click the red trashcan icon to delete a submittal.  

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