Import Submittals

You can import submittals from Excel to quickly create submittals for a project by going to Projects > Submittals > More > Import.

The Excel file that contains the submittal information must be in a specific format. See Submittal Import Format for details. Click Here for a downloadable template or Here to learn more about importing submittals.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals tab.
  3. Click the More button in the upper right corner and select Import.
    The Import Submittals window appears.
  4. Click Choose Files, then browse to the file you want to import, select it, and click Open.
    Note: You can select more than one file at a time.
    The files appear in the Upload Queue area.
  5. Click the Upload button next to the file you want to upload.
    The results of the import appear in the Import Result area.
  6. When you have finished uploading files, click Close.
The submittals are now available in Viewpoint Team™.