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Creating a New Drawing or Submittal

Create a new drawing or submittal when you need to track an external file or physical item in a workspace. These documents can then be circulated for review and feedback, either alone or as part of a package.

You can create new drawings or submittals  using either of the following methods:

Your security role must have permission to create the appropriate document type. For more information, see "About Security Permissions".

ClosedTo manually create a new drawing or submittal

  1. Open the appropriate register for the document that you are creating.
  2. Click New to create a new document using the default template.

    3. —or—

    Click the arrow next to New to select another template. For more information, see "About Document Subtypes".  

    A blank document appears. Some information may already be filled in, depending on the template used.

  3. Complete the following required information:

  4. If you are performing a workflow action on the document, complete the information required for this action. For more information, see "Drawings/Submittals Workflow Actions" for a list of preconditions for a specific action.

  5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Optionally create a review process for the document.

    7. For more information, see "Creating Review Steps". You can create a review process any time prior to the document entering the In Review state.

  7. Click Save.

    8. Proliance saves the document. Click Exit edit mode when done.