Generate a PDF of a Submittal in a List

Objective

To generate a PDF for a submittal in one of the lists on the available tabs.

Background

The lists in the different views on the Submittals tool lets you quickly generate a PDF version of the selected submittal.

Things to Consider

  • Required User Permission:

    • Read-Only level permission or higher on the Project level Submittals tool.

Steps

  1. Navigate to the Submittals tool.
    This reveals the Submittals page.

  2. Click the desired view: Items, Packages, Spec Sections, or Ball In Court.
    Note: If you have 'Admin' level permission on the Submittals tool, you will also have access permission to the Recycle Bin.

  3. Locate the desired submittal.

  4. On the far-right side of the page, click the PDF icon that corresponds to the desired submittal.
    export-rfi-to-pdf.png
    The system opens a PDF version of the selected submittal.