Submittals
Take part in the submittals process by creating submittals and reviewing those assigned to you. This guide covers both roles a guest can play.
How Guests Use Submittals
There are two main ways you take part in submittals: creating them and reviewing them. You can also see submittals across the project, so you can keep track of where things stand.
Creating a Submittal
When you need to submit something for the host or another party to review:
- Open the Submittals register and click Create.
- Set the submittal type.
- Choose the specification section it relates to.
- Select the package.
- Set the delivery date and the responsibility.
- Choose a workflow template if one is required.
- Click Submit.
The submittal moves to a submitted status and follows its workflow from there.
Reviewing a Submittal
If you are named as a reviewer in a submittal workflow, you respond as part of the review steps.
- Open the submittal to see the workflow steps.
- Respond to your step — you can approve, reject or comment.
- Place review stamps on the document using the PDF markup tool.
Review outcomes include approved, approved as noted, and revise and resubmit. You can view the submission history and the revision chain to see how a submittal has changed over time.
What Guests Cannot Do
The following are handled by the host:
- Deleting or reassigning submittals.
- Managing submittal types.
- Managing specification sections.
- Managing review stamps.
If you need a new submittal type or specification section added, ask your project host.