How to Create a Submittal
John Chun avatar
Written by John Chun
Updated over a week ago

Step 1: Log in to Closeout.

Step 2: You will be directed to the Projects tab view. Select the project you would like to work in. You can also search for your project using the Search Projects box in the top right-hand corner of the page.

Step 3: Once you are in the desired project, click on the Closeout Submittals option on the left-hand side of the page to access the submittals for your project.

Step 4: Click on Add to create a new submittal.

Step 5: You are only required to enter the Spec Name or Title, Submittal Type, and Submittal Status, but feel free to enter all or some of the information you have. Click on the orange Create button to add this new submittal.

Step 6: You will now see your newly created submittal in your register and see a green success message that says Submittal Created Successfully.

 You have successfully created a new Submittal!

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