Duplicate a Submittal

OBJECTIVE

To duplicate a Submittal in ConstructionOnline

BACKGROUND

Submittals are a great tool to use for documentation of approval for specifications, shop drawings, product information, and/or materials samples.

THINGS TO CONSIDER

  • Only Company Employees can create Submittals.
  • Submittals must be associated with an existing Project.
  • Submittals can be shared with TeamLink & ClientLink members to view and respond to.

STEPS TO DUPLICATE A SUBMITTAL

    1. Navigate to the desired Project via the Left Sidebar
    2. Select the Communication tab
    3. Choose the Submittals category
    4. Right-click on the desired Submittal
    5. Select Duplicate Submittal

      1. This will open the Duplicate Submittal window
    6. Verify the information is correct in the Submittal
      1. Click Create Submittal or Create & Send Emails to email assigned resources

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.