Submittal Template Configuration
What it does
The Submittal Template page lets you customize the PDF format of your submittals. You control what appears on the cover page, transmittal page, and product summary table. A live preview on the right shows exactly how your submittal PDF will look.
How to access it
From the Submittal Review page, click the Create Template button in the header. You can also navigate directly to the Template page from the sidebar or via the URL.
Three configuration tabs
1. Cover Page
Controls the front page of your submittal PDF:
Enable Cover Page — toggle the entire cover page on or off.
Show Company Logo — upload your company logo image. Click the upload button to select an image file. A preview of the uploaded logo appears, and you can remove it with the X button.
Show Company Name — display your company name on the cover.
Show Project Name — display the active project's name.
Show Prepared By — add a "Prepared by" line with a custom text field.
Show Date — display today's date on the cover.
2. Transmittal Page
Controls the transmittal information page:
Transmittal Header fields:
Transmittal Number, Date, To, From, Email, Subcontractor, Manufacturer, Supplier — each can be toggled on/off. When enabled, a text field appears to set the value.
Submittal Details section:
Toggle the entire Submittal Details section, plus individual fields: Submittal Number, Submittal Name, Category, Submittal Type, Spec Section, Drawing Number, Description.
Remarks — toggle on to add a remarks text area. Remarks appear with an amber background on the transmittal page.
3. Products / Summary Page
Controls the product listing table:
Enable Products Page — toggle the table on or off.
Toggle individual columns: Product Name, Description, Part Numbers, Manufacturer, Quantity, Status, Links.
Status badges are color-coded (green for Approved, red for Rejected).
Live Preview
The right side of the page shows a real-time preview of each page at standard letter size (8.5" x 11"). Changes to any toggle or field update the preview immediately.
Saving your template
Click the Update Template button at the top right to save your configuration.