WEBVTT

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The Submittal Register is a form that lists
the materials, products or items for each

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Submittal, as well as the Section and
Subpart locations which they are found.

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When the Submittal Register is generated
through the Print Processing menu, it can

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only be viewed in PDF or as a hard copy.

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There are multiple reasons you may want to
export the Submittal Register, either you

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need to edit the file, import the file into
another spreadsheet, or provide a copy of the

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Submittal Register to the contractor for
tracking Submittals.

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Now that we have some insight on the process
and purpose of exporting the Submittal

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Register, let's get started.

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You can either go to the SI Explorer's
Process menu and select the option to Export

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the Submittal Register, or you can
right-click on a Job and select the option to

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Export the Submittal Register.

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When the Submittal Register dialog box
opens, you will see that we have several

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options available for exporting the
Submittal Register.

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Below the Format Options, you have the
choice to create a Web File, Spreadsheet

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File, or Comma-delimited Text File that can
be opened with the correct application for

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the selected choice, whether that is your
default web browser, Excel, or Notepad.

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Additionally, you can choose to generate one
or more of the selectable options

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simultaneously. The Web File option will
create an HTML file that can be opened with

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any web browser such as Internet Explorer,
Chrome, or Firefox.

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However, the default option is set to use
Excel to open HTML files in the Exported

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Files folder, which is easier for most
users.

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There are two options available that will
allow you to open the exported files with

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your default web browser, if this is what
you prefer.

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You can right-click on the Exported Files and
choose the option Open in Web Browser or

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change the default option.

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This can be done by accessing the SI
Explorer's Setup Menu and choosing the

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Options, General Tab, then uncheck the
option to Use Excel.

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The Spreadsheet File creates a spreadsheet
that can be viewed and edited.

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This option does require Microsoft Excel, so
it must be installed on your system.

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The Comma-delimited File creates a text file
with comma separated values.

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This format is typically used in order to
import the Submittal Register data into an

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existing or new spreadsheet or into a
submittal tracking system that is designed to

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receive this file type.

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I'm going to demonstrate how to export all
three of the file options, but remember, you

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can choose which ones you prefer.

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However, the Spreadsheet File, and
Comma-delimited is the most commonly used

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layouts. The settings for exporting the Web,
Excel, and Comma-delimited Files are

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identical, so there is no need to go through
the options for each one.

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Within the Export Submittal Register dialog
box, below the Format Option section, we are

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going to check all three options.

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The Color for Web and Spreadsheet File
selections are optional and can be used to

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change the row coloring either by using No
Color, which is the default selection, Header

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Only, by Section Number, or by the Number of
Rows in which you want the colors to change.

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For this demonstration, I'm not going to use
the Color options, but I am going to select

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the last option, Bold Lines between
Sections.

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Below the File Name Options, the default
file name is UFGS4288.

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SpecsIntact will create the file with the
correct file extension.

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Either you can leave the default name or you
can change the name to clearly define the

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project you are working on.

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The default is set to save the file to the
Exports folder within the Job's default

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Working Directory.

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If you would rather export the file into a
different location, you would select the

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Change button. But most users do not change
the folder location when exporting, so the

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file stays within the Jobs Working
Directory.

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However, if you do change the folder path,
the software will retain this location.

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Personally, I prefer to leave the exported
files with the Job, so I'm going to leave the

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default path.

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The Email Option section provides the option
to attach the exported files to an email

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message when finished, so you can easily
send the exported Submittal Register to your

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team members or client.

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We are now ready to export the Submittal
Register, so let's select the OK button.

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While the Submittal data is being processed,
a status box will briefly appear.

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Once it is finished, the software will
confirm that the selected files were created

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and will also display the file location.

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As soon as we select the OK button, we are
returned to the SpecsIntact Explorer's

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Exported Files subfolder.

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Let's go ahead and double-click on the
UFGS4288.xlsx file.

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As you can see, the Exported Submittal
Register is almost identical to the one

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produced when processing and printing a Job,
but now you have the capability to edit the

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file to insert pertinent information.

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This completes the lesson on Exporting the
Submittal Register.

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To learn more, please continue to the next
module of your choice.