Custom Fields for Submittals

To add custom fields for a submittal item or a submittal package

  1. Open Submittal Settings.
  2. Expand Custom Fields.
  3. Click Submittal Item or Submittal Package.
  4. Click Add Field.
  5. Select a data type, and then click Next.
  6. On the Custom Field Details page, enter a name for the custom field in the space provided after Field Label.
  7. Click Next.
  8. Review the details of the custom field.
  9. If changes are required, click Previous to navigate to the appropriate page and make changes.

    10. —Or—

    If details are correct, click Save.