Add the desired submittal items to the package. Note: When the submittal in a package is ready for review, a yellow banner appears at the top of the page. It shows the total number of submittals that are ready for review.
Tip: If you add a submittal item to a package and it has already been sent for review, that submittal will be excluded from the total number of submittal items showing in the banner. This is because the submittal has already been sent for review and any users whose action is required have already been notified. The quickest way to determine if a submittal has previously been sent for review is to scroll down to the Submittal Items area of the page. If a date appears in the Sent Date field, users have already been notified.
Click the Send Now button. The system sends these emails notification:
An 'Action Required' email message is sent to members of the submittal's workflow to alert the Ball in Court person that a response is required (Note: If parallel approval is enabled, all persons on the workflow receive an 'Action Required' message).
A 'Updated Submittal' email message is sent to members of the distribution list.
A green confirmation banner appears to confirm the notifications were sent.
In the Submittal Items area, the Sent Date field is updated to show the date that the submittal items were distributed to reviewers for approval.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.