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The quickest way for Reviewers to return submittals is by using Submittal Quick Reply. This handout will guide the user through Using Submittal quick Reply to Return Submittal Items from Review from the Quick Reply Email link that is available for Submittal Transmittals

  

After the Submittal has been printed/downloaded and the reviewer is ready to return the Submittal Items follow the below steps for using Quick Reply

 

1. Return to the Email Notification that was originally received regarding the Submittal Items and select the Quick Reply Link "Return - Respond to this submittal package"

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2. Within the Submittal Items section, use the blue UPDATE icon to open each submittal item and assign the returning Status and include any returning notes. Once completed, use the checkbox to save the changes to each item being updated

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

In the Add New Attachment uploader, either browse for the attachment or drag and drop it into the gray box. Once the icon for the file turns green, select Upload Files

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4. Once all Submittal Items have been updated and attachments uploaded, simply use Transmit to the top right hand corner to send the Submittal Items back from review via a Transmittal.

 

5. User will be presented with notification when it has Transmitted and be advised to close window. 

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Complete Quick Reply Screen for Reference:

 

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