Step 1: Login to Closeout.

Step 2: You should be dropped into your Projects tab view. Click on “Projects” on the left-hand navigation to access your Dashboard.

Step 3: Click on the "Desired Project Name" to enter the correct Project. 

Step 4: You will always know if you’re in the correct Project by looking at the top white information bar where it says, Project Name. You can also switch projects there if you click the down arrow and choose the appropriate Project. 

Step 5: Once you are in the desired Project, click on the "submittals icon" in the left-hand navigation to access your submittals for your Project.
*Note: If you’d like to access filters for Contacts click on the "directory icon" and use the filters available to filter by in the contacts section (Company Type and Company). You will follow the same general steps below by which to filter. 

Step 6: You can filter submittals by Document Status, Responsible Company, or Submittal Type. All of these options are shown above your Closeout Submittal Register. 

Step 7: You can choose to use all or some of your filters in order to get the information you need by clicking on the down arrow in one or multiple filters. 

Step 8: Filtering can be very powerful. You can select all, unselect all or choose items individually to filter for by clicking on the “select all” “unselect all” or selecting individual items by clicking on them.

Step 9: Once satisfied with your filtering you can take actions like bulk editing and exporting only the filtered information as needed. To remove any filters simply click on them and "select" or "unselect" as needed.

 

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