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: Once you are in the desired Project, click on the "submittals icon" in the left-hand navigation to access your submittals for your project.
Step 5: Whether or not you already have submittals within your Project, you will be able to import new submittals. Click on "import."
Step 6: You will now have the option to import submittals – upload a file from your computer. Let’s show you how to upload a submittal log from your computer. Click on the “Browse from my computer” button underneath the computer icon to choose your file.
Step 7: You can upload any .csv or excel file, however, it is easiest to use our Sample Submittals Template to complete your work. Download this Sample Submittal Template by clicking on the hyperlink.
Step 8: Your sample template will have your header columns filled out A-K, however you will only need to fill out column A (Submittal Type) in order to upload your information.
Step 9: Once you are satisfied, save your Submittals Template and go back to the Closeout website. Click “Browse from my computer” to find your completed template and then click “upload” to upload your template.
Step 10: You will now be prompted to map your fields to Pype fields. If you decided to use your own excel and not use our Closeout template you will be required to choose what your field best matches in Closeout in order to upload. If you have used the "Closeout Template" you will only need to confirm that any field that had information included is actually mapped.
Step 11: Once you have mapped all of your required fields to Pype Fields click the orange "continue button".
Step 12: If your companies are already in your Company Directory you will not have to map any missing partners. However, if there are new companies included in your upload or you spelled a company name differently, then you will have to choose either “Create new Company” OR search through existing companies to map your new company with an existing company.
Step 13: Once satisfied with your company mapping click the "orange submit button".
Step 14: You will get to preview the Submittals you are about to upload in order to make any additional changes. Once satisfied click the orange "Submit" button in order for your submittals to be uploaded.
Step 15: You will now see all of your new submittals within your Closeout submittal view.
You have now successfully imported submittals into Closeout!