SiteMax Systems

A high-level overview of the submittals module

Submittals Module - Overview

Responding to a submittal as a Vendor, Reviewer and an Approver. Forward a Response. Add a new Reviewer or an Approver.

Forwarding and Responding to a Submittal

Upload a section or the entire project specification. Manage the specification by sections.

Uploading and Managing Project Specifications

Creating and distributing a submittal, Add new submittal, Submit spec, Submittal workflow

Creating a New Submittal

How to close a submittal. Closing a submittal.

Closing a Submittal

Set default workflows and due date timelines

Project Settings - Submittals

Exporting Submittals

Kelly Shee

Create and communicate submittals,  organize and manage specification books and divisions & set packages

Submittals

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