- Introduction
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Intro to Submittals (0:36)
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Submittal Workflow Roles (1:16)
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Workflow Diagram
- Set up
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Project Admin: Add Submittal Managers (0:52)
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Create Submittal Items (1:11)
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Import Submittal Items (1:30)
- Review and Approval
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Package Creation, Review, and Approvals (2:44)
- Resources
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Knowledge Check
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PDF Workflow Guide and links
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Course Feedback
Submittals Workflow
Learn how to manage the submittal item and submittal package creation, review and approval workflows.
Note: Please register to access the course content.
Learn how to manage the submittal item and submittal package creation, review, and approval workflows.
You'll learn how to:
- Set up the Submittal Manager for your project (project admin)
- Define Submittal workflow roles
- Create Submittal Items
- Create Submittal Packages
- Manage the review, approval, and distribution process