Export a Submittal

Export submittal records to combine cover sheets, review stamps, product specifications, drawings, and other reference materials into a single PDF or ZIP file. Reorder attachments prior to export to generate a clean, consolidated package without using third-party PDF editing software.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Submittals tool.

• Additional Information:

  • The maximum number of file attachments that you can select to export in a single PDF is forty (40) attachments.

1. Navigate to the project's Submittals tool.

2. Locate the desired submittal and click View.

3. Click Export.

4. Choose one of the following options:

   • PDF. Select this option to generate a PDF summary of the submittal. The PDF will open in a separate tab in your web browser.

   • Zip. Select this option to export a PDF that combines one or more attachments from the submittal.

     • Mark the checkboxes next to the files you want to combine together or check the box next to Attachments to select all. Note: You can only add up to 40 attachments.

     • Rearrange the files by clicking the vertical grip (⋮⋮) icons and using a drag-and-drop operation.

     • Click Single PDF or .zip.

A 'Success' banner displays to confirm the export has started. The system will send you an email to notify you when the export is complete and will include a link to the exported file.