You review a submittal in its detail panel on the Submittals page.
There is no separate review page anymore. Old Submittal Review links open the Submittals page with that submittal picked.
Open the detail panel
- Go to the Submittals page.
- Click a submittal's title.
- The panel opens next to the register.
Buttons at the top
- Open editor — opens the Submittal Editor to see and mark up the PDF.
- Download — opens the submittal PDF. It is gray if no PDF exists yet.
- Pages — preview the Cover page, Transmittal, or Product summary in a new tab. A preview does not change the submittal. Click Update document (rebuild) to rebuild the whole PDF with your latest pages.
- New revision — upload a new version. See "Versions" below.
- The trash icon deletes the submittal. You can't undo this.
Click the title at the top of the panel to rename the submittal.
The four tabs
Overview
Shows the main facts. Click a field to edit it. You can edit Submittal #, Section code, CSI section, Submittal manager, Contractor, Architect, and Description.
Use the Status menu to set the review status. Revision, Trade, and Manufacturer show here but you can't edit them here.
Products
Shows each product in the package with a small picture.
- Use the menu on a product card to give that one product its own status.
- Click a product card to open it in the Submittal Editor.
Versions
Lists every revision, starting at Rev 0. The newest one is marked Current. Click the download icon to get an older PDF.
- Click Upload new revision to add a new version. Pick the reviewed PDF and click Create Revision. The app reads the reviewer's comments from it.
- When there is more than one version, click Compare to previous version. AI lists what changed.
Markups
Shows comments and markups from reviewers. This includes:
- Markups people leave on a share link.
- Colored marks read from the submittal's PDF. Click Read markups from PDF to get them.
Click a comment to open it. After you upload a new revision, click Draft AI Responses to All Comments. AI writes a reply to each comment. You can copy or edit each reply.
Common questions
Where did Compare to Spec, Create Template, and Generate Report go?
They were removed from this page. To set up your cover and other pages, use your document template. For a review letter, click Review with AI on the row. Then use the Review tab in the Submittal Builder.
Why don't I see a reviewer's markups?
Click the refresh icon on the Markups tab. If they marked up a PDF and sent it back, upload it with Upload new revision. The app reads their marks for you.