Downloading the template
To download our Submittal schedule template, follow these steps:
1. Go into a project with submittals enabled
2. Click Submittals in the navigation menu
3. Click the vertical three-dot menu on the top-right, and select Download Submittals Schedule Template
Filling in the template
The downloaded template will be empty, except for the headers.
Below is a quick guide on how what goes in which header, and how it should be formatted.
1. Title
This is the title of the submittal. This field will accept any combination of letters, numbers and special characters. This is the only required field in the template.
2. Section reference
This is the section reference of the submittal. This field will accept any combination of letters and numbers
3. Package
This is the package ID of the submittal. This field will accept any combination of letters and numbers
4. Document file requirements
This is where you enter which file format the submittal should be. Field accepts any combination of letters and numbers.
5. Submitter
Enter the name or email of the submitter. This field will not automatically set the person as the submitter, but whatever you type here will be added as a hint when filling in who the submitter should be in Fonn.
Field accepts any combination of letters and numbers.
6. Submit by
Due date of the submittal of the document. Format must be DD-MM-YYYY.
Changing the field-type to TEXT in whichever software you are using, will remove any autoformatting of the date, and allow you to use the correct formatting.
7. Approver
Enter the name or email of the approver. This field will not automatically set the person as the approver, but whatever you type here will be added as a hint when filling in who the approver should be in Fonn.
Field accepts any combination of letters and numbers.
8. Approve by
Due date of the approval of the submittal. Format must be DD-MM-YYYY.
Changing the field-type to TEXT in whichever software you are using, will remove any autoformatting of the date, and allow you to use the correct formatting.
9. For information only?
This field decides if the submittal is for informative purposes only. Only two values will be accepted in this field: true or false
Example template:
All three variations in the example will be accepted by import in Fonn.
For assistance in importing your newly created template, click here.