Article Content Navigation


About Submittal Quick Reply

Quick Reply was designed with the Reviewer in mind. Quick Reply within Submittals is the quickest and preferred method for returning Submittal Items from review. Submittal Quick Reply is performed right from The Submittal Transmittal Email Notification that the reviewer receives when the Submittal Items are submitted into the review process. 


Return Submittal Items Via Quick Reply

1. In The Submittal Transmittal Email Notification, select the Return - Respond to this submittal package link. This will open the default browser to the Submittal Quick Reply Form.

Graphical user interface, text, application, email 
Description automatically generated 

2. In the Quick Reply form, use the blue Update buttons on a Submittal Item to open them one at a time for update


3. Update the Submittal Item based on the returning information. 


4. Use the checkmark button to the right to save the changes

5. Repeat step 2-4 for each submittal Item


6. Within the Attachments section, use the new Add New Attachment option to open the attachment uploader


7. Either browse for the file or drag and drop it into the gray box. Once the icon for the file turns green, select Upload Files


8. Select Transmit in the top right


Once the returned Submittal Transmittal is generated and sent, the user will receive confirmation of all recipients of the Submittal Transmittal, including the To, From, and CC's. Select OK and close the browser tab showing Quick Reply.


Watch the Video


 

Additional Resources

The Submittal Transmittal Email Notification
Quick Reply Setting Overview

Changing a Project Member's Quick Reply Option

Submittals - Return from Review with Transmittal Quick Return Option

Submittals - Return from Review within Submittal Package