Create Custom Submittal Types

A user with 'Admin' level permissions to the Admin tool can create custom submittal types that will appear in the 'Type' drop-down menu when a user creates a submittal in the project's Submittals tool. This gives users the ability to classify submittals using terminology that is appropriate to their businesses.

• Autorisations utilisateur requises :

  • Autorisations de niveau « Admin » dans l’outil Admin au niveau entreprise.

1. Navigate to the Company level Admin tool.

2. Under "Tool Settings," click Submittals.

3. Under Custom Submittal Types, do the following:

   1. Nom (type de livrable)

   2. Créer (type de livrable) The system adds the new submittal type to the list.

   3. Active Checkbox The system adds the new submittal type to the list.