Submittal records can be created in the create panel.

1. If the right-side panel is closed in the Submittals module, select (Information) on the navigation toolbar.
2. On the navigation toolbar, select (Create).
3. In the Create panel, enter the record details.
   • To change the status, select an option from the Status list.
   • In the Subject field, enter the name of the submittal item.
   • Enter the revision number.
   • From the Spec Section list, select the spec section for the submittal item.
   • To add a location, select the Location field, select a parent or child location, and then select Apply.
   • In the Responsible Company field, select the name of the company.

     Users from the selected company have access to the record.

   • To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
   • To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
   • In the comments field, enter a comment, and select (Links) to link items.
4. Select Save or Save + Add Another.