Dashboard > Select a Project > Submittals
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to export Submittals, users will need View permissions for both Submittals and Projects
Exporting Submittals can be useful for creating reports, analyzing data, or sharing information. Follow these easy steps:
Organize and isolate the Submittals required for download or export using the Filters option.
Use filters like Status, Type, Package, Contact, User, etc. to narrow down the results.
Click "Apply" to apply the filters.
Apply filters to isolate the desired Submittals for download or export. Select the desired Submittals.
Click on Actions and choose to export as a Zip, PDF, XLS, or CSV file.
Submittal Logs
Submittals Logs can be exported as PDF, CSV, or Excel files, making it easy to share and review outside SiteMax.
PDF and Excel formats use visual grouping and color-coding to help highlight important details at a glance.
You can customize what’s included in the export by choosing whether to show the Number, Ball-in-Court, and Manager fields.
Color-coding system for quick status recognition:
Red: Rejected (red), Revised, or Resubmitted (light red)
Green: Approved (green), Approved as Noted (light green)
Grey: Closed submittals
Light Grey: Draft submittals
For CSV exports, all relevant fields are included to provide a more complete and detailed data set.
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