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

You can change any submittal description using Closeout.
Changing the submittal description of any record in Closeout is quick and easy, just follow these simple steps:

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 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: You will see all of the submittals for your project.  From here, choose the desired record you’d like to view by clicking anywhere on the submittal information. Don't click on the folder icon, as that will then ask you to review documents for that submittal!

Step 5: You will be able to see Submittal Details, Additional Details, Upload Attachments, and see the activity history from this view. 

Step 6: Click the orange Update button once you are satisfied with your changes to save your work. 

Step 7: You will see a green success message at the top of your screen that says Submittal Updated Successfully.

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