You can create custom attributes from the Submittal settings. These attributes are added as fields on the 'Create Submittal' screen. You can enter data in the custom attribute fields during the time of Submittal creation. The submittal setup page is accessed during project creation or at a later time via the Project Settings page.


Accessing Submittal settings during project creation: After you create a new project, the Settings pop-up screen appears immediately. You should navigate to Submittals tab to enter custom attributes.


Accessing Submittal settings after project creation:  Submittal settings for an existing project are accessible from the More Options  button of a project thumbnail.


Screenshot displaying the settings access screen:


Screenshot displaying Submittal Settings:


  • Click the [Plus] beside each field textbox button to increase the number of field by one

  • Enter the custom attribute field names for inclusion in the Submittal (a maximum of 5 custom attributes can be entered)