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Edit a Submittal Item

After a submittal item has been created, you can go back in and edit the information.

  1. Navigate to the form and click the Edit button.
    Edit button
  2. Update all fields that you'd like to change in the Details panel. 
  3. When you're done making all changes, click the Save button.
    highlighted fields to fill out and save button
  4. Scroll down to the Attachments panel. Click the New button and add the necessary items. 

    attachments panel and New button
  5. Individual Submittal Items can be shared and workflowed but it is recommended that Submittal Items be grouped in a Submittal Package for workflow and distribution.