File an Email as a Submittal from Outlook

You can file an email as a new submittal or an submittal response using the Newforma Konekt add-in for Microsoft Outlook.

You can also log multiple submittals from the same email. If so, make sure the Delete email when filed option is disabled in the add-in settings.

Log a New Submittal

1. In Outlook, select the email you want to file as a submittal.
2. Open the Newforma Konekt Outlook add-in.
3. Sign in using your company-issued account.
4. Select the desired hub.
5. Select the Email Filing tab.
6. Select the desired project.
7. Click the File as Submittal button.
8. Make sure to have the Log new tab selected.
9. Fill out the fields.
10. Include attachments if applicable.
11. Click Log new submittal to create the submittal, or Log and file another to create the submittal and file the same email as another submittal.

Log a Submittal Response

1. In Outlook, select the email you want to log as a response to a submittal.
2. Open the Newforma Konekt Outlook add-in.
3. Sign in using your company-issued account.
4. Select the desired hub.
5. Select the Email Filing tab.
6. Select the desired project.
7. Click the File as Submittal button.
8. Select the Log response tab.
9. Fill out the fields.
10. Include attachments if applicable.
11. Click Submit response.