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. 

Creating a New Submittal Package

Navigate to the submittal log within a project. 


  1. Click the New Package button on top of the submittal log.
    new package button highlighted
  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. 

    submittal package form with required subject field

  3. Next add Existing Submittal Items to the package. Navigate to the Submittal Items collection. Then click Add Existing
    add existing specifications
  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
    checkbox selection and add button
  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.
    save and share button

Rules for adding submittal items to the package

    • Cannot add the same Submittal Item to two separate Submittal Packages

    • Cannot add “closed” Submittal Items to a Submittal Package

    • Cannot add "obsolete" Submittal Items to a Submittal Package

    • Cannot add "halted" Submittal Items to a Submittal Package