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How to Add & Delete Submittals in the Smart Register
How to Add & Delete Submittals in the Smart Register

A guide on how to add and delete submittals created from drawings in SmartPlans.

John Chun avatar
Written by John Chun
Updated over a week ago

The SmartPlans platform allows to add or delete submittals requirements found within an uploaded drawing set. This is typically carried out when project teams are editing the submittal log before a final export. To do this, please follow the directions laid out below.

Adding Submittals
Step 1:
To add a new submittal item to the Smart Register, click on the "Add" button from the top ribbon menu.

Step 2: After click the "Add" button, you will need to add information to the newly created submittal. This includes the Spec Section, Spec Name, Submittal Type, and a Submittal Description. To do this, click into each section for the newly created submittal.

Step 3: After adding the required submittal information, the last step in adding a submittal is to click the "Save" button. If you do not click the "Save" button and navigate away from the Smart Register, the newly created submittals will not be saved.

Deleting Submittals
Step 1:
In order to delete a submittal record from the Smart Register, select the check box next to submittal or sumbittals that you would like to delete.

Step 2: The next step is to click on the "Delete" button located on the top ribbon.

Step 3: The last step in the process is to click on the "Save" button, which is highlighted below.  If you do not click the "Save" button and navigate away from the Smart Register, the deleted submittal(s) will not be saved.

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