Edit a Submittal

OBJECTIVE

To edit 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. If you ever need to make changes to an existing Submittal, you can do so in a few simple steps.

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 EDIT 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 Edit Submittal
    1. This will open the Edit Submittal window
  6. Make desired changes
  7. Click Save Submittal

    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.