Procore sends an automated email notification to the following users when a submittal is created or updated. These notifications do NOT apply to emails modified using the Bulk Actions menu (see Perform Bulk Actions on Submittals):
|Event||Creator 1||Submittal Manager 1||Distribution List||Submitter||Approver|
|When a submittal is created 3|
|When a submittal is updated 3|
|When a submittal revision is created|
|When a submittal is closed|
|When the Ball in Court moves to the Submitter|
|When the Ball in Court moves to the Approver|
|When the Ball in Court moves to the Submittal Manager|
|When the Approver adds comments|
|When the Submitter adds comments||2|
1 If the 'Submittal Manager' is different than the the 'Creator', only the 'Submittal Manager' will receive the notifications.
2 The settings for these emails can be adjusted. See Configure Advanced Settings: Submittals.
How to Configure Email Settings in Submittals
To configure email settings, a user with 'Admin' level permission to the Submittals tool can navigate to the Submittals tool and then click the Configure Submittal Settings link. Under the 'Project Submittal Settings' area, mark the following checkboxes to designate which notification(s) to send.
Notify Distribution Members Of Approver Comments
Notify Creator of Approver Comments
Enable Email Reminders for Overdue Submittals
See Configure Advanced Settings: Submittals for more information.