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?

• 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.