Step 4: Type a Submittal Name and click Done.
You can give your Submittal a name if you wish. Naming the submittal is optional, but may help you remember which submittal it is if you return to it later.
Most Pre-need Business Licensees develop their own internal protocols for naming Submittals that are meaningful for them given the way they run their business.
To name your submittal:
Type a name for your submittal.
Click the Done button.
This completes the process of creating a new submittal.
The New Submittal Wizard: Page Three
After clicking the Done button the Main Workbench displays. The submittal you just created will appear at the bottom of the list of available submittals.