Default Submittal Actions

The Organization Settings page now includes a section for configuring the default Submittal Actions that will apply to all projects.

After the default Submittal Actions have been configured, each new project will start with these. If like most firms, all projects use the same submittal stamp, there will be no need to adjust the Submittal Actions per project. If a project does need a different set of Submittal Actions, this can be set up in that project’s Project Settings.


Only your Organization Admins can configure the default submittal actions.