Import Submittals from Excel

The Import tool allows users to import submittals into a project’s Submittal Register via excel spreadsheet.

Users can import a maximum of 500 submittals at once.

To import submittals into your project’s submittals register, follow the steps below.

Step 1:  Go to the Submittals register

Navigate to your Management module and click on the Submittals tool to access your project's Submittal register.

Step 2:  Click the “IMPORT” button

Click the “IMPORT” button to display the import dialog.

Step 3:  Download the template  

Click the “DOWNLOAD TEMPLATE” button to download the submittal import template.

Step 4:  Complete the template

Open the spreadsheet template and add the details of each submittal row in-line with each column’s corresponding label.

Mandatory columns are marked with an asterisk next to each column label.

Note: Submittal Numbers and Revision Numbers will automatically be assigned numbers if left blank.

Step 5:  Import your template 

Drop your file into the dropzone to import your submittals.

Once imported, the submittals will be displayed in the register in a "draft" status.

The workflow section of each imported submittal must be completed individually before it is distributed.