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Build - Submittals - Automatic Filing of Closed Submittals with Attribute Mapping

Build - Submittals - Automatic Filing of Closed Submittals with Attribute Mapping

Currently, there is an option to save submittals to Files when closing and distributing; however, on consultant-driven projects, it is typically the Contractor who closes the submittal, and as a result, the submittal often doesn't get properly filed. It would be a significant improvement to introduce a setting within Submittals that enables automatic filing of closed submittals to a designated folder. Ideally, this folder could be predefined per project or submittal group. Bonus points if the system also supports applying custom attributes—such as spec section, Type, Package, etc.—to the filed submittal automatically, based on the submittal metadata. This would ensure more consistent document organization, reduce manual effort, and improve traceability and compliance across teams.

1 Comment
sara.hendler
Contributor

Add an ON/OFF toggle in Submittal Settings to automatically check/uncheck the "Save closed submittal item report to a folder in Files" option upon Close & Distribute. Some Owners contractually require us to share submittal files with them on a monthly basis, so this would make it infallible. One of our project teams has over 1500 submittals that they did not check the box (teammates were inconsistent on checking the box) and we now have to do it manually. 

 

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