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How to copy submittals

How to make one or more copies of a submittal in Closeout

John Chun avatar
Written by John Chun
Updated over 3 years ago

How to make a single copy

Navigate to the Closeout Submittals page.

Hover over the submittal you would like to copy, and select Copy on the right.

Select Make a Single Copy to make one copy of the submittal, then click Next. (How to make Multiple Copies)

Here you can select the Responsible Company that the new submittal copy should be assigned to, and make any necessary adjustments to the submittal info.

Select Copy to create the copy.

How to make multiple copies and assign them to different responsible companies

Hover over the submittal you would like to copy and select Copy on the right.

Select Make Multiple Copies, then click Next.

Choose which responsible companies you would like to make a copy of this submittal for. Check the box for Select All to quickly assign this item to all responsible companies in your Directory.

Click Copy to create the copies.

Please note: once your copies are created, the original submittal will remain.

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