**Only approved Submittal Items should be uploaded when the Submittals Module is in CloseOut Mode.** 

**In open mode, the Review Workflow is expanded to include Reviewers and Review Administrators for a full approval process.**

Click to request activation. *Anyone can request activation.* 

In open mode, the Review Workflow is expanded to include Reviewers and Review Administrators for a full approval process.

Click to activate. O*nly Company Administrators can activate.*

Only approved Submittal Items should be uploaded.

In open mode, the Review Workflow is expanded to include Reviewers and Review Administrators for a full approval process.

Learn MoreRequest Submittal Item Review ActivationActivate Submittals Item Review

**Submittal Module Administrators can add/edit CSI Sections and Submittals, as well as advance any Review Workflows.**

**Users must be on the Project Directory to be selectable for a Review Workflow.**

**Users from the General Contractor / Construction Manager are typically assigned this Role.**

Click "Submittal Module Administrators" and hit Edit.

**Only a Submittal Administrator is required when the Submittals Module is in CloseOut mode.**

Click "Add CSI Codes from Master" or from Project Specifications if they are uploaded.

Click the "Search" field and add in your CSI Code or text.

Click "Add" once you have selected your CSI Code to add to Log.

The Submittal Log with all the required Submittal Types is automatically generated from the Project Specifications if they are uploaded!

Click the "Submittal Type" you want to upload.

Buildflow

This guide provides step-by-step instructions on how to complete submittals in CloseOut Mode. It includes navigating to the relevant webpage, editing and submitting the necessary information, adding CSI codes, and attaching files. Following this guide will ensure a smooth and efficient submittal process.

Submittals in CloseOut Mode

Review Workflow Activation

Submittals Module Administrators

Default Review Workflow

Uploading Closed Submittals Items