View and Download Completed Submittals

The 'Completed Submittals' screen shows the list of all closed submittals in which you were a participant as the requester, submitter, or approver. From this screen, you can:

• Download a PDF version of any submittal at any time.
• View the details summary of a submittal
• Open a submittal

View and Download Completed and Published Submittals

• Ensure that you are in the management console of the project
• Click the app launcher  and select 'Documents'
• Click 'Submittals' on the top
• Select 'Completed' from the options on the left

Standard  columns:

• PDF - Allows you to view and download the PDF version of the submittal, which includes comprehensive details such as all requests, submissions, notes, and more.
  • Click to open the PDF in another browser tab
  • Click to download a local copy of the PDF

Note:Additionally, the submittal PDF is stored in the project's cloud storage within the 'Approved Submittals' folder for archive purposes.See View Folders and Files for more details

• Submittal No - The serial number of the submittal.
• Title - The subject of the submittal. Click the name to open the submittal.
• Spec Section- Specification from the spec book, which represents the submittal item.
• Revisions - The number of revisions that the submittal has gone through.
• Status - The current progress stage of the submittal.
• Custom Prefix - The prefix added to the submittal number depending on its category
• Custom Sequence - The sequence number assigned to the submittal based on its category
• Created On - The date on which the submittal was generated.
• Created By - The project manager who requested the submittal. 
• Due By- The deadline date of the submittal. 
• Submittals Type - The form of submittal, for example, shop drawing, cut sheet, material sample, technical specifications, etc.
• Location - The portion/area of the building where the associated task is executed. 
• Sequence - The category of the submittal as classified as per your company practices.  

Custom Columns:

The table is extended with more columns for custom parameters, if any, specified for the project.

Search and filter options:
Use the 'Search' box located at the top left to find RFI using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

View Details of a Submittal

• Click the serial number of a submittal to select it. 

• A slider opens on the right with the summary of details of the submittal.
• Scroll down to view all the requests, responses, and approval notes of the submittal, along with their attachments
• Click the icon to open the submittal in a new browser tab