Define Submittal Types

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To organize submittals, you can define different types. The types you define are available in the Type drop-down list in the Submittal Document Window.

To create a submittal type:

  1. Right-click on the top-level (All Projects) folder and choose Dictionaries, Submittal, Types. The Submittal Type Dialog Box opens.
  2. Click Add to open the Submittal Type Detail Dialog Box.
  3. In the Type field, enter a name for the submittal type.
  4. In the Description field, enter a description of the submittal type.
  5. From the Move Below drop-down list, select the location below which you want to insert the definition.
  6. Click Save and Close to create the new type.

    Note: Submittal types defined in this dialog box appear in all projects in the project database.

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Last Published Wednesday, June 17, 2015