You can export a submittal and the associated documents HTML or PDFs. The download creates a formal coversheet attached to the documents that you can distribute, upload to an external client system, or store in an archive.
Export submittals to your Downloads folder.
You can export submittals from the Submittals register or the Set register.
From the Submittals register or Sets register, select the submittals you want to export.
Click the Export icon, and then select Selected Submittals.
In the Selected Forms menu, select either HTML or PDF. The PDF (Complete) option includes associated documents and a cover sheet. The PDF (Content) option only includes a cover sheet.
If you selected PDF (Complete), the Select files to download dialog box opens. Indicate the files to download and whether to export as individual files or a single PDF, and then click Download.
The file downloads to your Downloads folder. If you exported as a PDF, Document adds a coversheet that includes information about the submittals, deliverables (if applicable), and documents.
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