How to Bulk Edit Submittals
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 by using the Search Projects box.

Step 3: Once you are in the desired Project, click on the Closeout Submittals button on the left-hand side of the page.

Step 4: You will see all of the submittals for your project based on your current filters.  Choose as many submittals as needed to bulk edit by checking the checkboxes to the left of the corresponding submittals.

Step 5: Click on the Actions option, and then select Bulk Edit from the dropdown menu to make changes to all of your selections.

Step 6: From here, you will be able to edit any of the information highlighted in blue.

Step 7: Once you are satisfied with your edits, click on the green Save button.

Step 8: If you have updated your submittals successfully, you will be shown a message in the top right-hand corner of your screen that says Submittals Updated Successfully.

Did this answer your question?