Workflows
Submittal Replication
Sandspit's replication feature lets you sync a submittal from one project to multiple other projects, keeping them all up-to-date automatically.
What is Replication?
Sometimes you need the same submittal information across multiple projects. For example:
- A product data sheet applies to multiple buildings
- Shop drawings are used across phases of a project
- Standard materials are specified in multiple jobs
Instead of manually copying submittals and keeping them updated, Sandspit's replication creates linked copies that stay in sync automatically.
One-Way Sync
Replication is one-way: changes flow from the source submittal to the replicas. This prevents conflicts and ensures a single source of truth.
How It Works
- Designate a source — Choose an existing submittal as the source
- Select target projects — Choose which projects should receive replicas
- Automatic sync — Sandspit creates and maintains the replicas
- Ongoing updates — When the source changes, replicas are updated
Sync happens automatically every 5 minutes, or you can trigger a manual sync at any time.
What Gets Synced
Synced Data
- Submittal title and number
- Spec section
- Description
- Workflow attachments (files added by approvers)
- General information attachments
- Closure status
Not Synced
- Workflow responses and approvals (no duplicate emails)
- Ball-in-court assignments
- Project-specific workflow steps
- Approver comments
Independent Workflows
Each replica has its own independent workflow. This means each project can have different approvers and follow their own approval process.
Creating Replicas
- Open the source submittal's detail view
- Click Replicate in the actions menu
- Select the target projects
- Configure sync options
- Click Create Replicas
Sandspit will create the submittal in each target project and begin syncing.
Managing Replicas
Submittals with replicas show an expandable indicator in the grid. Click to see all related submittals.
Viewing Status
- Synced — Replica is up-to-date with source
- Syncing — Update in progress
- Error — Sync failed (click for details)
Actions
- Pause sync — Temporarily stop syncing a replica
- Resume sync — Continue syncing a paused replica
- Unlink — Permanently disconnect a replica from its source
- Force sync — Trigger an immediate sync