Doc No. HELP-001 Aug 2026
All guides

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

Create a Submittal

Start a new package from a template, pick its type, and manage its name and settings.

Starting a new package usually means copying last month's folder and hoping you deleted everything that doesn't apply. Here, a new submittal starts from a template with its sections and cover already in place.

Create one

  1. Open your project and go to the Submittals tab.
  2. Click New Submittal.
  3. Pick a Type and give it a name. The name is the submittal's identifier on covers, transmittals, and filenames.
  4. Click Create submittal. Sections and cover come from the Type's default template, and you can configure them anytime after creating.

Types

The Type picker is grouped by what the package is for:

  • Action Submittals, issued for review and returned: Product Data, Shop Drawing, Sample, Design Data, Test Report, Certificate, Manufacturer's Instructions, Other.
  • O&M Manuals, for closeout and turnover: O&M Manual, Warranty, Record Documents. See O&M manuals.
  • Redlines: a Redline submittal owns a single marked-up drawing set instead of sections and equipment. See Redlines.

Admins can add custom types under Settings > Package layout, choosing at creation whether each behaves as an action submittal or closeout. Two types of the same kind compile identically; the type adds your company's vocabulary and its short code to numbering.

The settings drawer

Open the settings drawer on a submittal to change:

  • Name. Renaming takes effect on the next compile.
  • Specification. Link the spec sections this submittal is issued against by number, browse your claimed sections, or pick from suggestions. The one marked PRINTS appears on the cover and the transmittal's SPECIFICATION # line.
  • Type. Changing it re-keys how the submittal compiles; the next compile applies it.
  • Template. The template was copied at creation, so this submittal owns its sections. Pick a template and click Preview merge to re-apply one: you see exactly what would be added before committing, and the merge is non-destructive. It only adds what's missing.

Rename, delete, restore

Deleting a submittal with no issued revisions removes its sections, placements, and uploads. Once revisions have been issued, the same button archives instead: the revision history and the exact submitted PDFs are kept forever. Archived submittals sit in a collapsed list at the bottom of the Submittals tab, one click from Restore.

Next: scope in the equipment it covers, then compile it.

The New Submittal form with the grouped Type picker

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Updated Aug 15, 2026

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