Skip to main content

How do I attach files to the Submittal Items?

Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

How Do I Attach Files to Submittal Items?

Steps to Attach Files

 

  1. Open the Submittals Module
    Go to Menu > Submittals, then select the Submittal you want to edit.

  2. Select the Submittal Item

    Scroll to the list of Items inside the Submittal. On the item you want to update, select the Actions button on the right.

  3. Add an Attachment
    From the Actions menu, choose “Add an Attachment.”

  4. Upload Your File
    In the pop-up window, you can:

    • Take or upload a photo

    • Add a file from your device

    • Insert a file via URL link

    • Choose an image from the gallery

  5. Save Your Changes
    After selecting your file, click Save.
    The attachment will now appear under that Submittal Item

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.