Viewing, downloading, and adding submittal attachments

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Viewing and downloading submittal attachments

Locate and download the attached documents for review, including any plans, proposals, or notes associated with a submittal.

  1. Open the relevant submittal, then go to the Attachments section.

  2. Select an attachment to preview it.

  3. To download, select the Download icon next to the attachment file name.

Adding attachments to a submittal

Upload relevant documents or files to a new or draft submittal so that other users can view necessary project materials.

  1. Open the submittal and go to the Attachments section.

  2. Select Upload File and choose the file from your device.

    Once uploaded, the attachment will appear in the submittal record.