Edit a Submittal Package

Once a submittal package has been created and shared, you may need to make some edits or respond to a review request. Below are instruction on how to edit and take action on a package.

Editing a Submittal Package

  1. Navigate to the form and click the Edit button.

  2. Update all fields that you'd like to change. 

  3. When you're done making all changes, click the Save button.

  4. If needed, you can add Existing Submittal Items to the package. Navigate to the Submittal Items collection. Then click Add Existing

  5. A list of available Submittal Items will open. Click the checkbox on the items you want to include n the package, then click Add

  6. When you're ready to save the submittal package, click the Save & Share button and you'll be able to share the package with other members of your project.