Submittal Register

The Submittal Register is the table on the Submittals page that lists and tracks every submittal, like a submittal log.

Columns

• Spec Section — the section code, with the section name under it.
• Submittal # — the submittal number.
• Rev. — the revision number. The first one is 0.
• Title & Description — the name, with a short note under it.
• Type — hidden at first. Turn it on in Configure.
• Submittal Manager — the person who runs this submittal.
• Status — where the submittal is in review.

Click a column name to sort by it. Click again to flip the order.

Some column names change with your region. For example, Spec Section shows as NATSPEC Worksection in Australia.

Open a submittal

1. Click the submittal's title.
2. The detail panel opens next to the table.
3. The table shrinks to show just the number, title, and status.
4. Click the X in the panel to close it.

On a small screen, the panel opens under the table.

Edit right in the table

You can change these fields without opening anything: spec section code, submittal number, description, and submittal manager.

1. Click the field. A text box opens.
2. Type the new value.
3. Press Enter or click away to save. Press Esc to cancel.

To change the status, click the status badge and pick a new one. The app saves it right away.

This project or All projects

• This project shows the project you have open.
• All projects shows every project in your company. A Project column is added.

If no project is open, you see All projects.

Find what you need

• Search looks at the name, number, spec section, description, type, manager, and project.
• Filters lets you check one or more statuses or types. Click Clear filters to reset.
• Group by puts rows into groups by Spec Section, Type, Status, or Submittal Manager. Click a group name to fold it.
• Configure lets you show or hide columns.

The row count shows under the table.

Saved views

A view saves your search, filters, grouping, and columns so you can use them again.

1. Set up the table the way you like.
2. Click Views, then Save current view as…
3. Type a name and click OK.

To use a view, click Views and pick it. Click All Submittals to go back to the full list. Click the trash icon next to a view to delete it.

Views and column choices are saved in this web browser only. Your teammates do not see them.

Submittal numbers

The app numbers new submittals for you. If you leave the number blank, it picks the next one.

• With a spec section, the number is the section code plus a count. For example: 26 51 00-003.
• With no spec section, it is just a count, like 007.
• A new revision keeps the same number. The Rev. column tells them apart.
• If you change the spec section, an app-made number updates to match.
• If you type your own number, the app never changes it.

Download the register

1. Make sure This project is picked. The register downloads one project at a time.
2. Click Download Register.
3. Pick PDF or Excel.

Common questions

Why is Download Register grayed out?

You are on All projects. Switch to This project.

Can I edit the title in the table?

No. Clicking the title opens the submittal. Edit the title at the top of the detail panel.

Why don't I see a submittal I just made?

New packages build in the background. Wait for the "Submittal ready to review" message. Click View to open it.