Custom Fields for Submittals
To add custom fields for a submittal item or a submittal package
- Open Submittal Settings.
- Expand Custom Fields.
- Click Submittal Item or Submittal Package.
- Click Add Field.
- Select a data type, and then click Next.
- On the Custom Field Details page, enter a name for the custom field in the space provided after Field Label.
- Click Next.
- Review the details of the custom field.
- If changes are required, click Previous to navigate to the appropriate page and make changes.
—Or—
If details are correct, click Save.