Adding a New Submittal

Submittals may be added by clicking the "New Submittal" icon. When doing so, you will be automatically led into the new Submittal window consisting of a series of form elements, shown below.

Figure 2.1 - Submittal Detail View

• Edit all of the necessary fields by selecting options from drop down menus and clicking on text fields to enter new information.
• To add Reviewers to the Submittal, click the "Add Reviewer" icon to open the Contacts window. Multiple Contacts may be added to the Submittal at once, and new Contacts can be added if they are not listed.
  • Date Due: Enter the Date Due for each Reviewer by clicking the table cell, then select the appropriate Calendar date.
  • Date Recieved: The Date Recieved is automatically populated once the Reviewer downloads the Submittal from the sent email notification.
  • Date Returned: Enter the Date Return for each Reviewer by clicking the table cell, then select the appropriate Calendar date.
  • Add a Comment by clicking on the table cell for each Reviewer.
• There are three ways to add Files to a Submittal:
  • New File: Allows attachment of a file from a local computer one file at a time.
  • Import: Opens a new window, allowing importing of multiple files from a local computer using a Java Application.
  • Associate Files: Attach a file located in the Infinitrac Library.
    • New files may also be imported to the Library from this window.
  • The Vendor and Status options can be applied to all files after the first option is selected.
• Once Reviewers have been assigned and Files have been attached to a Submittal, the "Send Submittal" button will become available. Clicking the "Send Submittal" button will send an Email Notification to the Reviwers with the Files as a zipped attachment.
• A PDF report can be generated and printed by clicking the "Download Report" icon.
• To Delete any added content from a Submittal, select the item you wish to delete, then click the "Delete" icon.
  • WARNING! Once deleted, there is no Undoing that action.

Figure 2.2 - Completed and Sent Submittal

• Once a Submittal has been sent, it becomes "Read-Only" and uneditable.
• The "Date Recieved" will automatically be populated, even though the file is "Read-Only."
  • The "Date Return" and "Comment" are the only values that are still editable in a "Read-Only" Submittal.
• The   "Download Report" icon allows you to download a PDF Report of the Submittal.
• The "Download Package" icon generates a zipped file of the PDF Report and all Attached Files.