Submittals / 17

Search and filter the list

Find submittals by number or title and filter them by status and type.

2 minutes
Product screenshot: Search and filter the list
Step by step

How to complete submittal list

  1. 01

    Search

    Type in the number or title search box. The X clears it.

    Step 1: Search
  2. 02

    Filter

    Open Filters and choose a Status and a Type. The button shows how many filters are active.

    Step 2: Filter
  3. 03

    Clear the filters

    Clear, inside the panel, shows all submittals again.

    Step 3: Clear the filters
  4. 04

    Read the columns

    Number, Title, Type, Status, Rev., Responsible and Due.

    Step 4: Read the columns
  5. 05

    Open a submittal

    Click the row, or the row's ⋯ menu → Open.

    Step 5: Open a submittal
  6. 06

    No results

    If nothing matches, the list says no submittals were found for those criteria.

    Step 6: No results

What you'll learn

  • How search and filter the list works inside Perfour.

  • What information you need and how it stays connected to Submittals.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

How do I know which submittals are waiting for me?+

Filter by In review and open them: those waiting for your decision show the Respond to review tag.

Is there a filter by date or responsible?+

No, only by status and type.