Video - InEight Document Enhanced - Create and Issue Submittals

TRANSCRIPT

Welcome to an eight document.

This video demonstrates how to create and issue submittals.

From the submittals register, click here and select a submittal type.

Enter all mandatory information including the submittal number, title, revision, etcetera.

The issued two company and issued two user are key as they will be notified when the submittal is issued.

The submittal manager is also key as they will be notified when documents have been submitted and are ready for review and approval or rejection.

For these key roles, multiple users can be assigned, but only one issued to company can be assigned per submittal.

Now you can adjust the kickoff date, lead time, and late execution date in the scheduled dates information block as needed.

You can see here that the milestone dates change accordingly.

You can also edit the duration days and float days in the milestone dates information block if needed.

The default amount and type of milestone dates can be added to and edited by an administrator.

Once mandatory fields and dates have been filled in, click save as draft here.

Now that the submittal has been created, deliverables need to be added.

Click here to open the deliverables tab.

Deliverables define what is required of the issued two company to complete the submittal.

Click here to add a deliverable At least one deliverable must be added before it's a middle can be issued. But there is no limit to the number of deliverables that can be added to a submittal.

Enter all mandatory information Enter the schedule completion date and forecasted completion date here.

These fields let you track the due date of the deliverable instead of using the overall submittal milestone dates.

Once all information has been filled in, click save.

Once the deliverable has been added, if needed, default attributes can be predefined for any documents uploaded by the issue two company.

Click here to move to the default attributes tab.

Enter information or click the required checkbox for any field required of the issued to company, then save changes.

If required, supporting documentation or document links can be added to the submittal prior to the submittal being issued.

Once all deliverables have been added, click here to issue the submittal, or click here to activate self performing mode.

Self performing mode allows the submittal manager to move the submittal out of draft status without issuing it. This is useful for internal teams self performing submittal tasks, or when needing to perform a submittal on behalf of a subcontractor.

Click request read receipt if you want to be notified of when the submittal was read by the recipient.

Enter a message to the recipient.

You can verify the deliverables and the recipients via the tabs here.

If the information is not correct, you must go back to the submittal details page to fix it, and finally click send.

A transmitter is generated and sent to the users at the issued two company.

The issued two company can now submit deliverables on this submittal.

Well, that's how to create an issue submittals.

Thanks for watching.