Submittal Log Navigation and Filtering | Scribe

    Submittal Log Navigation and Filtering

    • 36 steps

    Submittal Log Navigation and Filtering

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    **The Submittals Log provides a comprehensive and organized record of all the submittal items, facilitating efficient tracking and management throughout the project's lifecycle.**
    1
    Click "Export" will let you export the Log to Excel or as a PDF, and it will be exported in the same view you are currently in.
    2
    Click the "Search" field and conduct a full Log search based on the input you provide.
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    Click here to adjust the size of a column by resizing it.
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    Click here to adjust the column positions by moving them to the left or right, and organize them by sorting.
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    Click here to apply a filter within a specific column to refine the displayed data.
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    Click the "Name" of the CSI Code to open the Details Panel.
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    This will show you the Details Panel.
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    Click "Details" to close the panel.
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    Clicking the "Submittal Type" will add a New Submittal Item to this specific Submittal Type.
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    Click here to view the Submittal Items that are filtered in the CSI Code.
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    Click "Columns" to filter columns you want to show in the Log.

    Saved Filters

    12
    Click here to see your Saved Filters Inventory: Each user begins with the BuildFlow Default Filter as a starting point.
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    Click "Clear Filter" will reset all currently applied filters.
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    Click "Save Filter" will save the current configuration of filters and view preferences.
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    Click this text field and name your filter that you would like to save.
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    Click "Save Current Filter"
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    Click the Star Icon to set as the default filter.