Important: For Submittal Quick Reply to be available, Quick Reply must be turned on for the project.
Refer to: 1.5.2 Turning on Project Quick Reply
Once available on the project, Quick Reply access can be toggled for each Project Member
Refer to 1.7.8 Project Member Quick Reply Access
Additional Information regarding Quick Reply is available in 1.1 Creating a New Project
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 Go To Transmittal in System link
2. Once the User is logged into the system, they will be taken to the Submittal Transmittal. Within the Submittal Transmittal, select Quick Return
3. 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
4. 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
4. Once all Submittal Items have been updated and attachments uploaded, simply use Forward 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.
Complete Quick Return Screen for Reference:
