Access Submittal Setup

Trimble Unity Construct Administrators can modify submittal settings in the Administration Tools section located in the Setup module.

To access the submittal setup

1. Click Setup.
2. In the Administration Tools menu, expand Submittals. The following submittal setup options are displayed:
   • Submittal Options: Use the options in this feature to specify settings for submittal items, submittal packages, the submittal register and manage private comments.
   • Custom Fields: Use this feature to add custom fields for submittal items or submittal packages.
   • Submittal Package Layouts: Use this feature to define the columns displayed on the Submittal Package page.
   • Mail Merge Templates: Use this feature to add mail merge templates to be used while extracting data from Trimble Unity Construct and exporting it into a Microsoft Word® or Adobe PDF® document.