Prerequisite(s):    Submittal has been saved but not submitted for a Contract.

                        User is the Originator of the Submittal.

 

1.   From your homepage, click the Contract Name link in the Contract Name column of the Contract List.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Issues & Information Management sub-link from the menu bar.

4.   Click View Log / Add Submittal link for Submittal.

5.   Click a Submittal to view and/or edit.

6.   Edit fields by using the same methods described in the section CREATING A SUBMITTAL.

7.   To attach one or more documents to this Submittal, under the Attachment section, click the Browse to Upload button.

8.   In the Multiple File/Folder Check-In pop-up menu, click the Browse button.

9.   In the Open pop-up menu, select one or more local file(s) and click the Open button.

 

Note: To remove one or more added files, click the file(s) to be removed and click the Remove button. To select multiple files to be removed, click the first file to be removed and hold the CTRL key for each one selected beyond the first and click the Remove button.

 

10.  In the Multiple File/Folder Check-In pop-up menu, click the Check-In button.

 

Note: To cancel the file check-in process, click the Cancel button in the Multiple File/Folder Check-In pop-up menu.

 

11.  In the Template Data pop-up menu, enter an optional Description and Comments that relate to the file(s)/folder(s) uploaded and click the Save button.

 

Note: To check-in file(s) without providing a description or comments, click the Cancel button in the Template Data pop-up menu. The attachment originator is able to edit, update or delete the attachment prior to submission

 

12.  Click the Submit button to save and send this Submittal to its primary recipient and Team Distribution members.

 

Note: Clicking the Submit button submits the Submittal to its primary recipient and does not allow the user to upload attachments.