Reporting and connected work

Using submittals on drawings, in meetings, and on mobile

Submittals can be linked to drawing topics. Meetings can include a smart Open Submittals section that adds open submittals until the meeting is finished. Starting the meeting removes completed smart items from that agenda copy without deleting source submittals.

Project TeamDesktop WebVerified July 24, 2026

Best for: Field and coordination teams · Outcome: Bring review context into connected work.

Submittals can be linked to drawing topics. Meetings can include a smart Open Submittals section that adds open submittals until the meeting is finished. Starting the meeting removes completed smart items from that agenda copy without deleting source submittals.

Core viewing, approval, revision selection, reminders, PDF download, and actions are available in compact web and native layouts. Use desktop web for settings, template management, broad bulk edits, and detailed package assembly.

For the drawing-viewer workflow, see Working with Submittals and Quality Items on drawings.

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