Create Custom Submittal Types

To create custom submittal types using the Admin tool so they are available to users as 'Type' selections when creating submittal items using a project's Submittals tool.

A user with 'Admin' level permissions to the Admin tool can create custom submittal types that will appear in the 'Type' drop-down menu when a user creates a submittal in the project's Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

1. Navigate to the Company level Admin tool.

2. Under "Tool Settings," click Submittals.

3. Under Custom Submittal Types, do the following:

   1. Name (Submittal Type)

   2. Create (Submittal Type) The system adds the new submittal type to the list.

   3. Active Checkbox The system adds the new submittal type to the list.