Import Submittals

As part of migrating your project data from external systems, such as other construction, project, or document management platforms, you can import document items like RFIs, submittals, and more into Linarc. This ensures centralized management of all project-related information, including both historical data and items created moving forward, resulting in greater efficiency and consistency.

This page outlines the steps to import submittals from external systems into Linarc.

• Create a new entry for submittals that were managed and completed in an external system.
• Upload the completed submittal as a PDF to seamlessly track and manage it within the platform.
• Automatically archive the uploaded PDF in the project’s file storage, organized by category for easy access and recordkeeping.

Prequisite: Keep the PDF version of the submittals to be added to your project in Linarc ready.

To import a submittal

• Ensure that you are in the 'Completed' screen of the submittal module. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Documents'
  • Click 'Submittals' at the top, then choose 'Completed' on the left

• Click the '+Import' button on the top

Enter the details:

• Submittal Package- The label of the submittal package in which you need to add your submittal
• Submittal Title - Enter a label for the submittal, shortly describing its purpose. (Max. 150 characters)
• Type- The form of submittal, for example, shop drawing, cut sheet, material sample, technical specifications, etc. 
  • Choose the type from the drop-down
• Sequence- Specify the category of the submittal. Submittal categories are defined as a master list at your company level. The submittal will be sequence-numbered in a series, depending upon the category. This number lets you quickly identify, filter/review submittals of a particular type.
  • Choose the category from the drop-down. If you do not see the category you want to choose, contact your administrator.
• Attachment - Click the paperclip icon and upload the PDF version of the submittal
• Requestor- Select the stakeholder who requested the submittal. By default, the requestor field is auto-populated with your company name. 
  • Use the paperclip and upload any attachments that support the request. This is optional.
• Responder - Select the stakeholder who officially responded to the submittal.
  • Use the paperclip and upload any attachments that support the response. This is optional.
• Click 'Submit' to save your entry.

The imported submittal will appear in the submittal 'Boards' screen and the 'Completed' screen, with a tag [IMPORTED] and can be accessed, searched, and managed like any native submittal in Linarc.

• Click the submittal card to open and view the imported submittal, just like any submittal created directly within Linarc.

You can also download the completed submittal as a PDF in Linarc’s standardized format. 

• Click the PDF button at the top to download the PDF of the submittal. See Generate and Download PDF Versions of Documents to learn more.
• The uploaded PDF will be auto-archived in the appropriate folder in the project’s cloud-based file storage. 
• To access the auto-saved submittal, click the App Launcher, then navigate to 'Project' > 'Drive' > 'System Drive' > 'Submittals'