Submitting For Approval via Submittal Transmittal

(Standard Method)

1. Navigate to the Submittal Package the holds the Submittal Items being submitted

2. Select the checkbox for the item(s) being Submitted from within the Submittal Items grid

3. Scroll down to the attachments section and select the checkbox for the corresponding attachments within the Attached Documents grid. Please note, if attaching at the Submittal Item level, there is no need to complete this step.

or referenced documents within the Referenced Folders and Documents grids

4. Select Submit for Review in the top ribbon to generate a Submittal Transmittal within the Transmittals section of the Project Management module.

Once a Submittal Item is submitted for review, the Tracking Information section will update based on the status of the Submittal item. Once a Submittal Item is submitted, users are no longer able to change the due date or submitting status.

5. Complete the Submittal Transmittal

The From and To are required fields and will automatically be populated by the Reviewer and Project Manager of the Submittal Package. The Transmittal Description is also required and is populated based on the Submittal Package description. The item type being transmitted is auto-applied as Submittal since this Transmittal was generated out of a Submittal Package. Any of these fields can be updated/modified at this stage. Don't forget to include remarks, these are shown in The Submittal Transmittal Email Notification

6. Scroll down and add additional CC's by using the blue + icon on the CC Users grid to open the User Selection Tool

7. Make any final updates & modifications after reviewing the Submittal Transmittal

8. Select Transmit to initiate the The Submittal Transmittal Email Notification to the To and listed CC's.

It is important to note, that the Submittal Transmittal Type is an auto-generated Transmittal. This means that the Originating Submittal Package number is embedded to the Transmittal and the selected Submittal Items and Submittal Attachments are brought forward into the Transmittal automatically.

Manually Submitting For Approval

(No Transmittal or Notifications)

1. Navigate to the Submittal Package the holds the Submittal Items being submitted

2. Open the Submittal Item that is being manually submitted into the review process by selecting the Submittal Item Number in the Submittals Items grid

3. Enter the Date Submitted to review


Once a Submittal Item is submitted for review, the Tracking Information section will update based on the status of the Submittal item. Once a Submittal Item is submitted, users are no longer able to change the due date or submitting status.

4. Select one of the available options to Save

Save & View Package will take the user out to the Submittal Package in which the Submittal Item was created
Save will save the changes to the Submittal Item and keep the user within the Submittal Item
Save & New will take the user immediately into the next new Submittal Item. Save & Copy will take the user immediately to the next new Submittal Item, but containing a copy of all of the details entered in the current Submittal Item being created)