Submittal Builder: Configure Submittal Titles

Objective

To use the Configure Title option to automate submittal titles in the Submittal Builder.

Required User Permissions:
- 'Read Only' permissions or higher on the Specifications tool
- 'Admin' permissions on the Submittals tool.

Navigate to the project's Specifications tool.
Click the Click here to review link.
Note: You will be taken to the Submittal Builder in the Submittals tool.
Select a Specification Section to review.
Optional: Manually create additional submittals for the current spec section. See Submittal Builder: Add Submittals.

Verify or add the 'Type' and 'Description' for the submittals.
Click Configure Title.
Mark the checkbox next to the options you want to use for the submittal titles.
Optional: Enter your own custom option and click Add Title Option. You can add multiple custom options, but they can only be added one at a time.
Reorder the selected options and review the text under 'Preview Title Example'.
Click Apply to All Spec Sections or Apply to Current Spec Section.
Notes:
- Applying the configured title will replace any existing titles on submittals not yet confirmed.
- Changing the 'Type' of a submittal manually after configuring the titles won't automatically update the submittal's 'Title'.

Click Confirm to create submittals from the current spec section.
Fill out the remaining information on your submittals.
- Create and edit submittal packages (recommended). See Create a Submittal Package and Bulk Edit Submittals in a Package.
  OR
- Bulk edit the submittals. See Use Bulk Actions > Edit in the Submittals Tool.