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Submittals Overview

Updated over a week ago

Submittals

What it does

The Submittals page lets you create, manage, and track construction submittals for your project. A submittal is a package of product data sheets submitted to architects, engineers, or general contractors for approval.

Viewing submittals

  • Submittals are listed with their name, status, date, and author.

  • Use the tabs to filter by status: All, Pending, Approved, In Review, or Rejected.

  • Click any submittal to navigate to the Submittal Review page for detailed editing and review.

Status indicators

Pending

Submittal has been created but not yet submitted for review.

In Review

Submittal is under review by the approving party.

Approved

Submittal has been approved.

Rejected

Submittal was rejected and may need revisions.

Creating submittals

There are several ways to create a submittal:

  • Manual creation β€” click "Create Submittal" and fill in the form with submittal details and select products.

  • Upload & Extract β€” upload an existing submittal PDF and let AI extract the products.

  • From Products page β€” select products in bulk and click "Create Submittal".

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