Material Submittals

A Material Submittal is a branded PDF packet sent to the Engineer of Record for approval. It includes a cover page, table of contents, and a section per material with the manufacturer's data sheet. The EOR can approve or reject each material individually.

Steps

1. Open the Materials tab

Navigate to your project and click the Materials tab, then click Submittals in the section switcher.

2. Click New Submittal

Click New Submittal.

3. Fill in the metadata

Enter the Submitted By, Contact, Submittal Date, Owner Rep, and EOR name. If your EOR is an in-app user, select them from the dropdown — they'll be notified automatically when you submit.

4. Select materials

Materials you've already added to the project (via Add Materials in the Inventory section) are pre-selected. Check or uncheck as needed. They will appear in the PDF in the order listed.

5. Submit for EOR review

Click Create Submittal to save as a draft, then click Submit when ready to send for review. The submittal locks and the EOR is notified.

6. EOR reviews each material (in-app EOR)

If the EOR has an app account, they see the submittal under Pending Submittals. For each material they click Approve or Reject — rejections require a reason. They can save a partial review and return later. Once all materials are decided, the submittal is automatically marked approved or rejected.

7. Record the decision (external EOR)

If the EOR is external, download the PDF and deliver it out-of-band. The PDF includes blank checkboxes next to each material for the EOR to mark approved or rejected by hand. When you receive the EOR's response:

Use the per-item Approve / Reject buttons on the submittal card to record each material decision. Click Save Review when done. All materials decided → submittal auto-advances to approved or rejected.
Alternatively, use Approve All or Reject All for a bulk whole-submittal decision.
Click Attach EOR PDF to upload the EOR's signed response document. It will appear as a downloadable EOR PDF button on the card.

8. Download the response PDF

If an EOR response PDF has been attached, click the EOR PDF button on the submittal card to download it.

What Happens Next

In-app EOR — the PDF shows each material's approved/rejected status and rejection reason once the review is saved
External EOR — the PDF shows blank checkboxes and a reason line per material for wet signature