Create a Submittal

OBJECTIVE

To create a Submittal in ConstructionOnline.

BACKGROUND

Create Submittals 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 CREATE A SUBMITTAL

1. Navigate to the desired Project via the Left Sidebar
2. Select the Communication tab
3. Choose the Submittals category
4. Click the green +Add Submittal button
   1. This will open the New Submittal window
   
5. Enter the Submittal information in tabs 1-4:
   1. Details: Enter the Title and other details about the Submittal
   2. Submitters/Approvers: Choose the Submitters, Approvers, and Approval Type
   3. Attachments: Attach any Files/Photos pertinent to the Submittal
   4. Status: Select the desired Status of the Submittal
6. Click Create Submittal or Create & Send Emails to email assigned resources

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Submittals can be found in the FAQ: Submittals article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.