Export Submittal Items

This page explains how to export submittals to generate detailed reports for documentation purposes. It covers:

• The different export options
• Exporting single or multiple submittal items
• Selecting report type and format
• Including additional report elements like cover pages and tables of contents

Exporting submittals creates customizable reports containing submittal details, references, attachments, and more.

There are three ways to export submittals reports:

1. Export All: Exports all visible submittal items currently displayed in the list.
2. Export Selected: Exports multiple submittal items selected via checkboxes.
3. Export Single: Exports an individual submittal item.
4. Export Filtered: Exports items that match searching and/or filtering criteria.

Create Submittal Report

Multiple Submittal Items Export

1. Select desired submittal items or click Export all.
2. Enter Title.
3. Select the Report Type:
   • Submittal Item Summary
   • Submittal Item Detail
   • Submittal Item Status Summary
4. Choose the report format as either PDF or Excel.
5. (Optional) Include a Cover Page and/or Table of Contents in the report.
6. Click Run report.

Single Submittal Export

1. Open desired submittal item.
2. Click Export.
3. Enter Title.
4. (Optional) Include Photos:
   • Select the number of photos per row
5. (Optional) Include References.
6. (Optional) Include Attachments:
   • Submission attachments
   • For review attachments
   • Review attachments
   • Final response attachments

Export to Files

When exporting a Submittal report, you can save the report directly to a selected folder in the Files tool. This feature allows you to easily share Submittals in Open, Draft, and Required status with another project by exporting to a bridged folder. Here's how to use this new feature:

1. Follow the steps for exporting multiple or single submittal items as described above.
2. Find Save to files in the export options.
3. Select Folder to choose the destination folder in Files.
4. Navigate through your project's folder structure and select the desired folder.
5. If you want to share the report with another project, make sure to select a bridged folder.
6. Click Run report to generate the report and save it to the selected folder.