Submittal history

Document maintains the history for each submittal on the Submittals History tab. The History tab shows the date, event type, Description, revision, status, and the user who created the action.

You can export the submittal history by clicking the Export icon. You can also generate a unique revision history report that provides visibility into milestone dates and other details per revision of the submittal.

Step by Step — Generate revision history

Generate a revision history report when you want to see the changes that have happened across multiple revisions of the submittal.

  1. From the History tab of a submittal, Click Generate revision report. A selection window opens.

  2. Select the revision type to show in the report. The revision types are as follows:

    • All – All revisions of the submittal

    • Latest – Only the latest revision of the submittal

    • All superseded revisions – All the previous (that is, superseded) revisions of the submittal

  3. Click Search. The revision history report is generated.

Click the Export icon to export the report as a Microsoft Word, Microsoft Excel, or PDF file.