About submittals

Note: This functionality is available only if you have the Document Control Module.

You can provide submittal documents with all material samples supplied to the general contractor, client, vendor, or architect. The submittal lists each sample you are providing for review. Look for menu command 6-11-4 Submittals.

There is a business advantage to adding information about clients or vendors. When you enter such information on a submittal, the document is legally traceable.

The entry in the Client box and Vendor box on the 6-11-4 Submittals window are mutually exclusive. On a new submittal record, when you enter a client, the vendor entry is cleared and the client address and contact name are automatically placed into the Attention box and Address boxes. Also on a new record, when you enter a vendor, the client information is cleared and replaced with the vendor information.