Make a Submittal Private

OBJECTIVE

To make an existing Submittal Private in ConstructionOnline

BACKGROUND

For added security and discretion, individual Submittals may be set to private. Private Submittals are only visible to the creator, assigned resources, and company administrators. 

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 SET A SUBMITTAL AS PRIVATE

  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 Details tab in the Edit Submittal window
  6. Check the box next to Make Submittal Private
  7. Click Save Submittal

HAVE MORE QUESTIONS?

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