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Export a Submittal Summary to Excel
To export the submittal summary to Excel from ConstructionOnline
The Submittal Summary gives you a quick and concise summary of your Submittals, whether overall or by project.
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 EXPORT SUBMITTAL SUMMARY TO EXCEL
- Navigate to the desired Project via the Left Sidebar
- Select the Communication tab
- Choose the Submittals category
- Click the gray 3-Dot Action Menu at the top right of the All Submittals pane
- Select Export to Excel
- This will open the Export Submittals to Excel window
- Choose the Export Format
- Click Export
- The Excel file will automatically download
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.