This portal shows a chronological history of all submittals associated with a contact's related projects. While viewing a contact's record, select Submittals from the Logs Action drop-down list to view the corresponding list of items.
This feature is only available in the ArchiOffice
Enterprise edition.
Grid
Submittal #:
Displays a number for the submittal record. This number should not exceed 10 characters.
Type:
The type of document or material submitted for approval, say Shop Drawings.
Received:
Displays the date on which the submitted material or drawing was received.
Returned:
The date on which the submittal was returned to the person who submitted it for approval.
Project No.:
The project number whose submittal record appears in the grid.
Project Name:
The name of the project associated with the submittal record.
Description:
Descriptive detail for the submittal record.
CSI #:
This is the Code Structure Identifier (CSI) number associated with the submitted drawing or material.
The
type of CSI code that displays is configured in Preferences-Project-Submittals.
Status:
Displays the submittal status - pending, rejected, revise and resubmit, or approved with corrections noted.
Edit:
Click the row to view or edit the submittal information.
Delete 
:
Click
to remove the selected item from the portal.
Sort:
The list can be sorted by clicking the column headers.
Button Panel
Help:
Opens the ArchiOffice Help in the Contacts section.
Filters:
Use the portal filters to filter the information displayed on the screen.
From-To:
These fields limit the submittal records displayed in the grid to those that fall within the date range specified.
Project:
Make a selection from the drop-down list to specify the project whose submittals you want to view.
Status:
Displays submittal based on the specified status.
Type:
Make a selection from this drop-down list to specify the type of submittals you want to view in the grid.
Action
New:
Select this option to add a new submittal.
List:
Select to view all submittal records.
Find:
Select this option to search for submittals associated with this contact.