You can export a submittal set and the associated documents as HTML or PDFs. Exporting a set lets you create a single HTML or PDF for the set instead of exporting each submittal in the set. See Export submittals for more information about exporting submittals.
When you export a set, you also have the option to create a set as a new document. This option creates a new PDF and exports it in a single action, so you do not have to create the PDF and then upload it as a document.
Use one action to create a PDF of a submittal set and upload it as a document.
From the Submittals Sets register, select a submittal set.
Expand the Export drop-down menu, and then select Selected Sets > PDF (Complete) - New document.
The Create new document dialog box opens.
Use the drop-down list to select one or more statuses of the documents you want to include in the export. If all documents are in the same status, Select all is automatically selected.
Click Create. The New document Details page opens. The set ID populates the Document No. field, and the title of the set populates the Title field.
Enter the remaining detail information, and then click Save to save the document. After the document is saved, it is automatically linked to the set and is shown on the Links tab for the set.
What's next: You can transmit the set as a combined linked document. See "Transmit a submittal" for information about transmitting the set as a combined linked document.
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