16 articles

Submittals Help

Manage packages, approval stages, revisions, responses, distribution, and reporting.

Quick reference

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The 60-second submittal model

Draft → Open → Sequential approval stages → Done → Distribution → Optional revision

Statuses, stages, and ball-in-court

Approver response labels are Reviewed, No Exceptions Noted, Approved As Noted, Revise And Resubmit, Rejected, and Submitted. The response does not directly determine the record's status. Stage completion advances ball-in-court according to the stage's approval condition.

Permissions, package, and platform availability

Submittals require the Project Management package and View submittals access.

Troubleshooting submittals

The record must be Draft and you need submittal write access. Limited draft permission does not grant the full approval workflow.

Setup and creation

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Understanding the submittal lifecycle

Use a submittal for a controlled submission and review process with documents, sequential approvals, due dates, a formal result, and revision history.

Configuring submittal settings and templates

Open Submittals, then the settings action. Project settings can include:

Creating and opening a submittal

The submittal receives its number when opened. Approvers are notified only when their stage becomes current; subscribers follow all approvals.

Building approval stages

A stage with no approvers cannot complete. A stage cannot be deleted after it has responses. Later stages remain blocked until the current stage completes.

Managing overview information, documents, and comments

Use the Overview area for the title, description, spec section, type, package, manager, contractor, due dates, and subscribers. Use Documents for the files being reviewed. Approvers can add response documents, and the manager chooses which source and final approver documents a...

Review and distribution

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Finding submittals and ball-in-court

Use the panel, table, or Inbox view to find work by status, due state, manager, contractor, type, package, or spec section. The Inbox focuses attention on submittals relevant to the current user.

Responding to an approval stage

The stage advances only when its response condition is met. A permitted administrator can respond for another person. Existing responses can be edited, but the original response time remains part of the history and the edit is tracked.

Closing and distributing a submittal

Distribution moves the record to Done, records the official status and selected documents, and stamps selected documents for the distribution where supported. Redistributing creates another distribution record; it does not erase the prior one.

Creating and managing revisions

Select Revise and Resubmit on a non-Draft record. Constructable creates a linked Draft with the same title, manager, spec section, and package context. Complete documents and stages on the new revision, then open it.

Changing status and deleting

Direct status controls do not send the approval or distribution notifications performed by Open Submittal and Close and Distribute Submittal. Use the guided actions for normal workflow.

Reporting and connected work

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Downloading, reporting, and bulk editing

Bulk status changes do not perform guided opening or distribution. A PDF is a snapshot; regenerate it after responses, documents, or distribution change.

Using submittals on drawings, in meetings, and on mobile

Submittals can be linked to drawing topics. Meetings can include a smart Open Submittals section that adds open submittals until the meeting is finished. Starting the meeting removes completed smart items from that agenda copy without deleting source submittals.