At the Submittal Info fields you can enter the Submittal Title, Submittal Number and the Specification Number & Title. The Submittal Number is automatically assigned, but if needed you can add a Custom Submittal Number as well. The Specification Numbers & Titles are pulled out from our database, but if needed you can add Custom Number & Title too.

At the Contact Info fields you can enter the Subcontractor/Material Supplier who is providing the Submittal, or you can click on the Self-performed checkbox if your Company is doing the work. Our Construction Submittal Software pulls out the Recipient and the GC info straight from the Project Info page, so you won’t have to enter them every time you create a new Submittal.

Here you can enter the Subject/Title of the Submittal that will be shown on the Transmittal Sheet. You can enter the way the Submittal was sent such as Email, Mail, Hand Delivered etc. You can enter the Submittal Type such as Shop Drawings, Product Data, Samples etc. and also the quantity that was sent for Approval. If you need to take any notes about the Submittal you can do that at the Internal Notes entry field. This info is not printed on the Transmittal Sheet or shown to anyone outside your company.

At the Submittal Cycle Info entry fields you can choose the Submittal Status such as Draft, Approved As Noted, Revise & Resubmit etc. You can also choose the reason for sending the Submittal such as Approval, Review, Record etc. There is no need to enter the Submittal/Transmittal Title and the Submittal Number again since our intelligent Submittal Management Software is populating these fields from the Submittal Info that you have previously entered. The Cycle Number is automatically entered as well, but you can change it if you want to.

Here you can upload the Files for the current Submittal Cycle. You can upload:

1. The file that you have received from your Subcontractor
2. If needed the updated file that you will send for Approval
3. The file that you have received back from Approval
4. If needed the updated file that you will send back to your Subcontractor

Our Construction Submittal Software has two different Transmittal Sheets, one that is sent to the Architect for Approval and another that is sent to the Subcontractor/Material Supplier. We also have an entry field where you can add Transmittal Notes for the Architect or the Subcontractor.

You just need to click on the Create Transmittal button and our intelligent Submittal Software will populate all Transmittal Fields automatically. All necessary information that is important for the Submittal will be printed very neatly on the Transmittal Sheet. When creating another Submittal Cycle there will be no need to enter again any of the Transmittal Sheet Info. The only items that would need to be changed are the Submittal Status and/or the Submitted For field.

Our Submittal Management Software makes sending the Transmittal Sheet and the Submittal File easier than any other software. You just need to select the recipients, click on the Email Transmittal button, and an Email with Transmittal and Submittal download links will be sent to all recipients. Cloud PM will also create a list of all recipients with a date stamp so with only one glance at the screen you will know who has received the Submittal Email and when.