Doc No. HELP-001 Aug 2026
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Getting started

What is Submittal Kit Create Your Workspace Your First Project Search Everything The Dashboard Help and What's New

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal O&M Manuals Submittal Numbering Cover Pages

Revisions & Review

Issue a Revision Submittal Log Returned Reviews Record an External Submittal

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Submittals

View as Markdown

Cover Pages

Design the cover every compiled package opens with, and let your office's letterhead fill it automatically.

The cover page is the first thing a reviewer sees, and on most jobs it's a Word file from the last project with three fields somebody forgot to update. Design it once under Settings > Cover page and every compiled package wears it, fields filled from the project.

The cover editor

Covers are not fixed layouts. In the free-layout editor you place everything yourself:

  1. Under Your Library, click New template, or Clone a built-in to iterate on it.
  2. Click Edit to open the editor. Add a logo, titles, and project fields, then drag anything anywhere on the page; smart guides snap elements into line, and handles resize them.
  3. Text is built from tokens. Type { for the list: project number, submittal number, spec section, and the rest fill in per package, and a [bracketed] part drops out when its tokens are blank.
  4. Changes save automatically, and a live preview shows the cover as it will print.

The cover template library with clone, default, and archive controls

Manage the library

Set default makes a template the cover every new Submittal and O&M Manual opens with. Clone copies any template, built-in or your own, as a starting point. Archive removes one from selection without breaking the submittals that used it, and archived templates can be restored anytime. The {submittal_number} and type tokens tie covers into your numbering scheme, and your logo and brand colors come from Company identity.

Letterhead that follows the office

Companies with more than one office define them under Settings > Branch locations. Each project picks which office speaks for it, and that branch's address and phone flow onto compiled covers and generated pages automatically. Nobody edits letterhead by hand per package, and a project issued from the Denver office never goes out wearing the Houston address. At a single-branch company this is invisible; the one office is assigned on its own.

Per-project override

A project can step off the company default: in Project settings, the Cover template control picks a specific template for every Submittal and O&M Manual compiled under that project. Leave it on Company default and the project follows whatever your company sets, including future changes.

Compile a draft to see the finished cover with real project data before anything is issued; see Compile a submittal.

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Updated Aug 15, 2026

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