Edit a Closed Submittal

As a project editor, you can edit a closed submittal (to correct spelling mistakes, edit fields, or add attachments) without reopening it by going to Projects > Submittals > Edit.

  1. From the home page, under Projects, click on the name of the project you want to open.
    Alternatively, click in the upper left-hand corner, click Projects, and then click the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals tab.
  3. Click on the number of the closed submittal that you want to reopen.
    Note: The submittal number appears in blue text and becomes underlined when you mouse over it.
    The Submittal page appears.
  4. Click the Edit button .
  5. Modify the fields on the Edit Submittal Item window as needed.
    See Submittal Fields for details.
  6. Click Save.
Changes to the closed submittal appears in the history. See View the History of a Work Item.