| 1.Enter Notes in Submittal Notes Column to Create Notes Summary Page in Submittal |
Add Notes to Your Products — two ways: annotation screen notes field, or the Submittal Notes (External) column in the Documents tab, with a Note clarifying only external-facing notes appear (not internal comments)
Enable the Notes Summary in Your Submittal — Create Document → Create Submittal → toggle on Note Summary → Compile
What Appears in the Notes Summary — shortlist of product types + note text, plus notes also show in each spec sheet header, with a Tip on using it to flag substitutions or approvals
