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Procore

Use Bulk Actions > Delete in the Submittals Tool

Objective

To use the Bulk Actions menu in the Submittals tool to send a batch of submittals to the Recycle Bin. 

Background

Use the Bulk Actions > Delete option when you want to send a batch of submittals to the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Submittals tool.
  • Supported Views:
  • Additional Information:

Demo

bulk-actions-delete-submittals.gif

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Items view of the Submittals page. 
  2. Locate the submittals that you want to modify and then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 
  3. Choose Bulk Actions > Delete.
    This reveals a list of the submittals to be deleted. 
  4. Confirm the list of selected submittals on the left. Then click Delete
    A GREEN banner appears to confirm the delete action and the system moves the submittals to the Recycle Bin.

See Also