SmartPlans allows you to export the submittal log from the platform so that the submittals can be added to the project management software being used for the project. The following shows you how to export to an Excel file format (.xls or .csv). To do this, please follow the steps below.
Step 1: When inside of the Smart Register, the "Export" button will be located on the top right-hand side of the interface. To start the process, click the "Export" button.
Step 2: A drop-down menu will appear, which will show the export types that have been setup for your company. Keep in mind that you most likely not see all of the options shown in the screenshot below. You will only see the project management software(s) that your company is currently using. If you do not see the export type required for your project, please let us know and we'll work on getting it setup for you.
Step 3: On the next screen, you can confirm the submittals you would like to export. You will have the option to filter by Submittal Group, Division, Spec Section, Group, or Submittal Type. You can also search through submittals and only export a selected few if needed.
Step 4: Once you have completed selecting the submittals you would like to export, click the "Download" button on the bottom left. This will start a file download that contains the submittal log.
Step 5: You have successfully downloaded your Submittal log into .xls or .csv format and it is now ready for import into the project management platform being used for the project.