Submittals

About this course

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You'll earn points in The Big Room for completing this course!

Welcome to Submittals!

In this course, we’ll go over the Submittals tool in Autodesk Build, a single unified place to create, manage, review, and share all formal submittals created by members on your project team. This tool is highly useful for members who need to document formal review and approval of design- and construction-related submittals.

Who should take this course?

This course is designed for project teams who need to learn how to create, manage, review, and share submittals for your projects.

We’ll cover:

Setting up and navigating the Submittals tool
Creating and managing spec sections, submittal items, and packages, and adding custom review workflows
Viewing, sharing, exporting, and distributing submittal items and packages
Viewing the Submittals tool on mobile

Curriculum38 min

Introduction to Submittals 1 min
Submittals Basics
Participants and Permissions
Setting Up Submittals
Setting Up Submittals 4 min
Custom Review Workflow Templates 2 min
Navigating the “Submittals” Tool 2 min
Creating Submittals
Creating Spec Sections 2 min
Creating Submittal Items 2 min
Importing Submittal Items 1 min
Creating Submittal Packages 2 min
Adding References 1 min
Submitting Attachments as the Responsible Contractor 1 min
Adding a Custom Review Workflow 1 min
Performing Bulk Actions 2 min
Reviewing and Distributing Submittals
Submitting Items for Review as the Manager 1 min
Reviewing Attachments and Setting Responses 2 min
Editing and Annotating Attachments 4 min
Creating Revisions 1 min
Closing and Distributing Submittals 2 min
Viewing and Sharing
Notifications for Submittals
Filtering and Searching Submittals 2 min
Exporting Submittal Reports 2 min
Mobile
Viewing Submittals on Mobile 2 min
Check Your Understanding
Knowledge Check
Conclusion
Help Us Help You
Course Wrap-Up
Related Content
Training and Support

About this course