All Collections
Closeout Help Tutorials
Admin
How to Create a Custom Submittal Status
How to Create a Custom Submittal Status

Here, you can learn how to add a custom submittal status to any project!

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

Step 1: Log in to Pype Closeout.

Step 2: Upon log in, you will be directed to the Projects tab. From here, go to the Admin tab, located on the far left side panel.

***Note*** You must have Company Admin permissions to access the Admin tab. If you do not have Company Admin permissions, please request it from a company user that does have it.

Step 3: Next, you will select Company Types/Submittal Status.

Step 4: Here, you will select the Submittal Status tab, located next to the Company Types tab.

Step 5: Once you are in the Submittal Status tab, select +Add.

Step 6: Next, you will need to create a name for your custom submittal status, and then you will need to select whether this status is considered Submitted or Not Submitted. Then, you will select Submit.

Step 7: After you select Submit, a notification that says, Status Added Successfully, will appear in the top right corner of the page. You will now be able to assign submittals to this custom status!

Did this answer your question?