To learn how to forward a submittal item for review (to a user not previously defined in the submittal workflow) using the Project level Submittals tool.
This functionality is available for those times that you need to forward a submittal to someone that you need information from who is not in the original workflow.
Let's say you are a project manager at a general contractor who is managing the submittal review process. Typically, after you create a submittal item and add members to the submittal workflow (when Procore is configured for sequential approval), you first have an architect review the item and then have a project engineer perform the review. However, for this particular submittal item, the architect wants a structural engineer to review the submittal item before submitting his or her own response and then passing the review authority to the project engineer. In this situation, the architect would use the steps below to forward the submittal item for review to the structural engineer. This adds the structural engineer to the submittal workflow in order to capture that response in Procore.