Copying a Submittal Item or Package

To copy a submittal item or package:

1. Navigate to: Document ManagementSubmittals.
2. Select an Item (Items tab) or a Package (Packages tab) you want to copy.
3. Click Copy on the toolbar.
   • Step 1 of the Copy Wizard opens. See Submittals Field Descriptions for more information.
4. Select the Originating and the Destination project.
5. Select the Submittal Items or Packages to copy. The following options are available:
   • Single Submittal Item or Package: Allows you to select a single Item or Package to copy. This defaults to the current selection from the log.
   • New No.: Allows you to define a new number for the Item or Package.New Description:
   • Selected Submittal Item(s) or Package(s): Allows you to select more than one Item or Package to copy.
   • All Submittal Items or Packages: Allows you to copy all Items or Packages.
6. Select Revisions to Copy.
   • Selected Revision(s) is checked by default.
7. Select Data to Copy.
   • If Copy is initiated from Items, then Submittal Item(s) Only is the default.
   • If Copy is initiated from Packages, then Submittal Item(s) and Package(s) is the default.
8. Click Next.
   • Step 2 of the Copy Wizard opens. This confirmation page indicates whether the copy page was successful.
   • All information data from the New/Edit Submittals Item and Package is copied except for Item Status and Linked Documents. No tracking information (such as, responses) is copied.
9. Click Finish.