Submittal Basics

After entering Infinitrac Submittals, navigate to the appropriate folder below "Submittals." — Viewable access may vary.

• Once you have selected a folder in Submittal Management, right click the folder to view editing options.
  • Before any Submittal can be added to the selected folder, it must have a Prefix set.

• To set a Prefix, right click on a folder to view the Folder menu then click the "Set Prefix" icon. 
• A new window will open allowing the user to set the Prefix to the folder. Click the "Submit" button to apply the Prefix and close the window.
  • Prefixes may only be set when a Folder is "Mounted." See Editing a Folder.
  • Dissolving a folder will delete the selected folder and move its content into its parent folder.
    • If the dissolved folder has sub-folders, those sub-folders will not be deleted and will still remain under parent folder.
• Clicking the "New Submittal" icon at the top right of this screen will add a new Submittal to the selected folder. Also see Adding a new Submittal.
  • Submittals will be named after their Prefix and a serialized number.
• Submitals may be organized into subfolders, but will maintain their serialized identification.
• When adding a Submittal folder, that folder may be designated as a "Mount Folder."
  • Setting a folder as a "Mount Folder" will require a new "Prefix" to be set, and will also restart the serialized numbering sequence. - Permission Required

Figure 1.1 - Submittal List View