Draft Submittal Records Add/Update ATS Submission Records

Submittals

What’s new?

Creating a draft VMS submittal now creates a new ATS submission record or updates an existing one. Submittals users can set the ATS submission status value for VMS drafts on the Submittal Status Mapping tab.

Why does it matter?

Associating draft VMS submittals with ATS records reduces manual linking and repetitive data entry.

How do I enable this?

  1. Go to Account.

  2. Select View Account on the account you wish to edit.

  3. Navigate to the Submittal Status Mapping tab.

  4. Set an ATS submission status for Draft.

This is part of the VMS SYNC 2025.5.1 release. Click here for release calendar details.