Review and distribution

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.

Project TeamDesktop WebVerified July 24, 2026

Best for: Submittal administrators · Requires: Write access; deletion has separate permissions.

  • Move to Draft is available from Open.
  • Move to Open is available from Draft or Done.
  • Move to Done is available from Draft or Open.
  • Delete Submittal cancels the record and removes it from normal use.

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.

Only the latest revision can be deleted. The delete confirmation states the action cannot be undone.

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