Manage Required Submittal Fields

Administrators have the ability to make submittal fields required in order to ensure data needed for operations and reporting is always captured.

To manage required fields

  1. Go to Submittal Settings.
  2. For instructions, see Access Submittal Settings.

  3. Expand Submittal Options and click Settings.
  4. The Submittal Settings page is displayed.

  5. A list of submittal fields display in the Manage Required Fields for Submittal Items section. Select the check box next to the fields that you want to make required.
  6. Click Save.