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About Drawings and Submittals

A drawing or submittal is a specific type of catalog card that represents an object that can be circulated for review in a package.

• Drawings represent floor plans, blueprints, and other illustrations that must be circulated for approval by all stakeholders before construction can begin.
• Submittals represent documents and items that contractually require approval by stakeholders. Submittals can include electronic documents, such as schedules, or they can represent physical items such as floor samples.

You manage the drawings and submittals through their respective registers.

• Open a drawing or submittal register

— or —

• Open the package containing the drawings or submittals that you wish to view.

Information about these documents is organized over the following pages:

• Main: Contains all the commonly used information about a drawing or a submittal. For more information, see "Drawings/Submittals - Main".
• RFIs: Lists the RFIs that currently refer to the drawing. This page is used only for drawings. For more information, see "Drawing - RFIs".
• Review Steps: Lists the users who will review the drawing or submittal and the feedback they've provided. For more information, see "About the Review Steps Page".
• Properties: Contains information about the document itself, such as the user who created the document, and the workspace in which the document was created. For more information, see "Document Properties".

Additional information is also available on the following tabs:

• Project: Lists the projects the document is linked to. For more information, see "About the Projects Tab"

• References: Displays the revisions of the drawing or submittal. For more information, see "About the References Tab".
• Workflow: Enables you to see where the document is in its lifecycle, which users have already performed actions on the document, and which users will receive notification when the document changes to a specific state. For more information, see "Workflow Tab".
• Activity Log: Records all the activities of the document, such as when it was saved, imported, exported, forwarded, or received. For more information, see "Activity Log Tab".
• Attachments: Contains a list of all the documents related to the drawing or submittal. For more information, see "Other Tab".