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Customize dashboard tiles with additional filter options.
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Overview of the available options for organizing and structuring a compilation.
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Information pertaining to the different options available to organize the TOC and contents of the compilation.
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When attempting to bulk match files to their corresponding cards, there are four types of errors that prevent successfully matching: (1) file doesn't match any active (required) cards, (2) file has more than one active (required) card that is a po...
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In / Out Metrics Submittals received:
The number of incoming folders created for the selected sources for the selected period of time.
We use the date of the folder
Files assigned (from submittals):
The number of files assigned from...
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Last Updated: 05/27/2026
in FAQ General FAQ
By default, reviewer users do not have the ability to (a) create new incoming submittals, (b) upload files to pre-existing incoming submittals, and/or (c) assign files to cards within incoming submittals via Incoming Documents. However, reviewer...
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Last Updated: 05/19/2026
in FAQ General FAQ
Notes that have been documented in the "Project Notes" field on the Project Configuration page ( Project Menu > Set Up > Project Configuration > Other Data ) can be accessed on pages related to submittals, both incoming and outgoing. If enable...
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Walk-through of a common internal approval workflow. In the example, the document is received, reviewed internally, and returned to the source. Once approved, the document is returned to the target.
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If a document undergoes internal review and receives an "approved" status , the internal approval workflow is considered completed. If a new document is received for a card which is already considered internally approved, the card can go through ...
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Last Updated: 05/13/2026
in FAQ General FAQ
The projects with cards in the queue for submittal can be identified from the project list ( Logo Menu > Project List ). Each submittal target (customer/sub-supplier/internal) has a separate column which can be filtered using a variety of differen...