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 by 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 icon located on the left-hand side of the page.
Step 4: Whether or not you already have submittals within your project, you will be able to import new submittals. To do this, click on the orange Import button, located in the top right-hand corner of the page.
Step 5: To upload a file from your computer, select the green Click Here button located below the computer icon.
Step 6: You can upload any .csv or excel file, however, it is easiest to use our Sample Submittals Template to complete your work. Download this template by selecting the Download Sample Submittals Template hyperlink.
Step 7: Your sample template will have the header columns filled out A-G, however you will only need to fill out Column A (Submittal Type) and Column C (Spec Name or Title) in order to upload your information.
Step 8: Once you are satisfied, save your Submittals Template and go back to Closeout. Select the green Click Here button to upload a your Submittals Template to your project. Once you've selected your template, click the orange Upload button.
Step 9: 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 did use the Closeout template, you will only need to confirm that any field that had information included is actually mapped. Once you are done mapping the fields, click the orange Next button at the bottom right-hand corner of the page.
Step 10: 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 11: Once satisfied with your company mapping, click the orange Next button.
Step 12: 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 to upload your submittals to the project.
Step 13: You will now see all of your new submittals within your Closeout submittal view.
You have now successfully imported submittals into Closeout!