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.
Hot Tip!
Users with the Submittal View permission can now open Submittal Logs as a PDF in a new browser tab by using the standard keyboard shortcut — COMMAND + CLICK (Mac) or CTRL + CLICK (Windows).
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