Filter Submittals

OBJECTIVE

To filter Submittals 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 FILTER SUBMITTALS BY RESPONSE STATUS

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Communication tab
  3. Choose the Submittals category
  4. Click the arrow to expand the Filters table in the All Submittals pane
  5. Choose the desired Filters from the dropdown menus
    1. Filters will automatically lock
    2. Click the X next to each Filter to clear it

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.