Submitting deliverables or documents

After you receive a transmittal notifying you that a submittal has been issued to your company, you can submit deliverables or documents to the managing company.

If the managing company uses deliverables, you upload documents to the deliverable and then submit the deliverable to the managing company. If the managing company has disabled deliverables, you upload documents and then submit them. You can tell whether you are to upload deliverables or documents by looking at the tabs after you open the transmittal notification. If the second tab is Deliverables, you add documents to the deliverables; if the second tab is Documents, you add documents directly to the submittal.

The link in the Transmittal notification gives you read access to the Submittal. See Transmittals for information about managing transmittals. You can submit deliverables as they become available. You do not have to wait until all deliverables are ready.

Follow these steps to submit deliverables or documents to the managing company.

Step by Step — Submit deliverables

You submit deliverables to the managing company in response to a submittals transmission. The transmittal notification describes the documents to submit and includes a link to the submittal. Follow these steps when you see a Deliverables tab after you open the link in the transmittal notification.

  1. Click the Deliverables tab to see the list of required deliverables. If the Documents column shows a number, a placeholder document has been added by the managing company.

  2. If the deliverable has a placeholder document, click the icon in the Documents column. If the document does not have a placeholder, continue with step 4.

  3. Add files

    • If the deliverable has a placeholder, click the Add icon in the Update file column.

    • If the deliverable does not have a placeholder, click the Add files icon from the deliverable entry to upload documents for the deliverable, or click Link existing document to select from documents already uploaded to Document.

  4. Add one or more files from your Microsoft Windows Explorer.

  5. Update any fields as required for the deliverable entry, and then click Save.

  6. Click Back to: Deliverables to return to the Deliverables view. The Pending documents column shows the number of documents that have been uploaded but not submitted.

  7. Select the deliverable. The Submit document button is updated with the number of documents that have been uploaded but not submitted.

  8. To submit documents, choose one of the following:

    • Click Submit document if you plan to submit more deliverables later.

    • Click Submit documents and complete if you have all of the deliverables.

  9. Enter a message to the recipient, and then click Send. A transmittal is created for the managing company. The Submission status and ReviewStatus/Reason columns are updated to Submitted. The documents are uploaded based on the project upload rules. If you selected the option to complete, the submission is complete, and you can no longer upload new documents.

The managing company can review, reject, or start the formal review workflow for the document.

Step by Step — Submit documents

You submit documents to the managing company in response to a submittals transmission. The transmittal notification describes the documents to submit and includes a link to the submittal. Follow these steps when you see a Documents tab after you open the link in the transmittal notification.

If you have multiple documents for a submittal, you can submit all documents at once, or you can submit them as they become available. If you submit them individually, you must complete the submittal.

  1. Click the Documents tab.

  2. Click the Add icon. The Documents directory on your computer opens.

  3. Select one or more documents, and then click Open. The documents are added to the Documents page.

  4. Add a title and discipline for each document, and then click Save. The Submit document button is updated with the number of documents that have been uploaded but not submitted.

  5. Click the Submit documents button. The General transmittal page opens.

  6. Enter a message to the recipient, and then click Send. A transmittal is created for the managing company. The Submission status and ReviewStatus/Reason columns are updated to Submitted. The documents are uploaded based on the project upload rules.

The managing company can review, reject, or start the formal review workflow for the documents.