How do I archive my project when I'm complete?
Once I am done with the project and ready to tune over to the owner group is there a way to save all of the data stored within Submittal Exchange?
Answers
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Project Leaders can request archives for the projects. Below please find the step by step answer.
Project Leaders can always reach out to their dedicated support person or our Client Services Team at (800) 714-0024 x2 for assistance.
When logged into Submittal Exchange, select a project and go to the Preferences tab.
Note: Prior to a final archive, verify all documents have been uploaded that need to be and all documents have been reviewed that need to be.
- Below the list of logs, select Request archive. A dialog box appears
- Select the Log Detail (views) to include in the archive.
- Select the logs to include in your copy.
- Only logs that contain documents are on the list.
- Select any of the Additional Options as needed.
- Select Submit request.
The system sends an email with a link to download a zipped file of your archive.
If you run into any issues while extracting the zip file, go to www.7zip.me to download a free extractor.
Notes:
- Additional instructions are in the email.
- If this is a final archive, notify Submittal Exchange to remove the website, to ensure your archive is a true final copy.
- Forward the email to other team members who need a copy of the project information.