Finalize Your Submittal: Compile, Export & Share
Prepare your submittal for delivery by compiling your package, formatting the table of contents, creating O&M packages, and exporting or sharing the finished document with your customer.
How to Compile a SubmittalBuild a polished, customer-ready Submittal or O&M package directly from your project — with a custom cover page, formatted table of contents, and flexible sharing options including engagement tracking.
How to Use Contents Formatting in Submittals.Learn how Contents Formatting works in Submittals and O&M packages — and when to use Order by Product vs. Order by Document.
How to Create an O&M PackageLearn how to attach documents, use Auto-Select, choose contents formatting, compile your O&M package, and share it with customers — including shareable link tracking.