Create a New Submittal Package

A submittal package is a group of one or more submittal items. Typically, the general contractor or subcontractor creates the submittal package and includes all related submittal items. 

1. Click the New Package button on top of the submittal log.
   
2. Fill in all required fields of the submittal package form. Typically, since you are creating a new submittal package, you'll want to fill out the Subject, Specification Section, Number, Revision, Revision Date, and then add the appropriate submittal items. 
   

   

3. Next add Existing Submittal Items to the package. Navigate to the Submittal Items collection. Then click Add Existing. 
   
4. A list of available Submittal Items will open. Click the checkbox on the items you want to include n the package, then click Add. 
   
5. 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.