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Bulk Edit Submittals in a Package

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Objective

To edit submittals in a submittal package in bulk. 

Background

If your project has a large number of submittals, you might want to occasionally make bulk edits to all or some of the submittals in a package. For example, if you want to associate all of the submittals in a package with a particular spec section or change the status of all the submittals at once, use the steps below. 

Note: To edit an individual submittal, see Edit a Submittal. 

Important! If you want to perform bulk editing actions on individual submittals that are NOT in the same Submittal Package, see Perform Bulk Actions on Submittals. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level users can bulk edit submittals
  • Additional Information:
    • If you want to perform bulk editing actions on individual submittals that are NOT in the same submittal package, see Perform Bulk Actions on Submittals. ​​​​
    • If one or more of the selected submittals has already been submitted to reviewers for approval, the Submittal Workflow field will be grayed out and unavailable. You cannot bulk edit submittal workflows when one or more submittals have a workflow in progress. 
    • You can apply submittal workflow templates to the selected submittals in a package, as long as there is not a workflow already in progress for any submittals.

Steps

  1. Navigate to the project's Submittals tool.
  2. Click the Packages tab.
  3. Locate the desired package in the list. Then click View.
  4. Click Bulk Edit Submittals.
  5. Choose from these options:
    • Mark the checkbox(es) that correspond to the submittals you want to edit. 
      OR
    • Mark the checkbox at the top of the column to select all of the listed submittals. 
  6. Click Next Step.
  7. Edit the available fields as needed.
    • Notes:
      • If you want to apply a submittal workflow template, select one from the Select a Template drop-down list. To create a template, see Manage Submittal Workflow Templates.
      • If one or more of the selected submittals has already been submitted to reviewers for approval, the Submittal Workflow field will be unavailable. You cannot bulk edit submittals in a package when one or more of the submittals already has submitters or approvers in its Submittal Workflow.
  8. Click Next Step.
  9. Optional: To send one email for each selected submittal, mark the Notify submittal email recipients about these changes checkbox. 
  10. Choose from the following options:
    • To make more changes before saving, click Previous Step. 
    • To cancel all of your changes, click Cancel. 
    • To save your changes, click Update Submittals.