Company Setups for Submittals

Guide Steps

  1. Navigate to Setups > Companies > General > Logs and click on the Submittals tab
  2. If the Default Predefined Text Codes are empty click the Refresh button.  This adds in all the default text codes
  3. The Status Formula tab has the different formulas for various statuses of the submittal.  These can be edited to say different status and the order of the status updates can be changed as well

Guide Screenshot Reference