Libraries

Submittals

(Roles: Super Admin, Admin Panel Manager)

OVERVIEW

This is a repository of Special Instructions that can be accessed by:

  • The Super Admin when creating Templates.
  • The Designer / User when creating a Project.

Submittals will print on the Spec Sheet when selected by the Designer / User.

QUICK TUTORIAL

Submittals

Create a Submittal

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'Libraries' and click on ‘Submittals’.
  • Step 3: Click on ‘Create New Submittal’.
  • Step 4: Fill in the ‘Submittal’ name.
    By checking ‘Use For Upholstery / Attached Items’, that Submittal will be available ONLY on Items that can be attached to another Item, typically Upholstery. If unchecked, that Submittal will be available for non-attachable Items, typically, furniture and architectural materials.

    Important Fact: Submittals CANNOT be deleted if they are already assigned to an Item or a template.
  • Step 5: Click on ‘Save’.

Delete a Submittal

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'Libraries' and click on ‘Submittals’.
  • Step 3: Click on the 'Trash Bin' icon to the right.
  • Step 4: Click on ‘Yes’.

*Submittals CANNOT be deleted if they are already assigned to an Item.