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Forward a Submittal by Email

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Objective

To forward an email that contains information about a submittal to other Procore users from the Project level Submittals tool.
Important: The steps in this article show you how to send  an email containing a summary about the submittal. 

Background

The email functionality on the Submittals tool allows you to send an email outside of the emails that are automatically generated from the Submittals tool. Automatic emails are sent out to approvers and members of the distribution list when the email is created, when an approver responds, when an approver's response is edited, and when any changes are made to the submittal (attachments are attached, the submittal status is changed, etc).

Things to Consider

  • Required User Permissions: 'Standard' and 'Admin' level permissions on the Submittals tool.
  • Mobile: Supported on iOS and Android mobile devices.
  • You can only email the submittal to a user that exists in the project's directory. If a person is missing from the list, ask the project administrator (i.e. a user with 'Admin' permissions on the project's Directory tool) to add that the new user. Once the user has been added, they will become a selectable option in the person list. (Note: The added user does not have to accept the invitation to collaborate on the project before he/she becomes a selectable option in the person list.)

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. 
  2. Locate the desired submittal. 
  3. Click View.
    This opens the submittal in view mode. 
  4. Click Email.



    This reveals the Emails subtab for the submittal. 
  5. Under the 'Forward Submittal' area, do the following: 


     
    • To. Select the desired recipient(s) from the drop-down list. 
    • Cc. Select any desired recipient(2) to receive a carbon copy of the email. 
    • Private. Next to Private, place a check mark in the Visible Only to Admins, Workflow, and Distribution List Members box. For more information, see Mark a Submittal as Private.

    • Title. Enter a descriptive name for the submittal. 

    • Attachments. Attach any relevant files. You have these options:

      • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
        OR
      • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
    • Message: Enter the body of your email message.
  6. Click Send
    The system sends the email to all of the recipients. A copy of the email and any replies are stored as a communication thread in the Emails subtab of the submittal. 

 

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Last modified
11:27, 7 Feb 2017

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