Add an Existing Submittal to a Submittal Package
Background
If you have existing submittals that have not yet been added to a package, you can add one (1) of more of those submittal's to a package using the steps below.
Things to Consider
- Required User Permission:
- 'Admin' level permissions to the project's Submittals tool.
- Prerequisite:
- Limitation:
- A submittal can only be added to one (1) submittal package. However, you can move a submittal from one package to another when editing the submittal.
- Additional Information:
- After a submittal package is created, a user with 'Admin' level permission to the Submittals tool can use the Create Revision button to revise the submittal package.
Steps
- Navigate to the project's Submittals tool.
- Click the Packages tab.
- Locate the desired submittal package and click Edit.
Note: The Edit button is only available if your project has individual submittals that can be added to a package.
- Click Add Existing Submittals to this Package.
- If you want to narrow down the number of submittals in the list, apply a filter from the Filter List by Spec Section menu.
- Place a mark in the checkbox(es) that correspond to the existing submittal(s) that you want to add.
- Click Add Submittals to Package.