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Procore

When does the Submittals tool send email notifications to Procore users?

Answer

If a user has a 'Ball In Court' responsibility for completing the next action on a submittal, that user will receive an 'Action Required' email from Procore about that submittal. In Procore, 'Action Required' emails cannot be turned ON or OFF (see Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool?).  However, users with 'Admin' level permission can configure settings for other email notifications on the Project level Submittals tool.

Default Email Settings

The illustration below shows the default email settings for submittal items in Submittals tool. A user with 'Admin' level permissions on the project's Submittals tool can change these settings. See Configure Settings: Submittals Tool.

Note: These email settings do not apply when sending and resending submittals in submittal packages. See Emails for Submittal Packages below.

submittals-submittal-emails.png

To learn more about the different roles in the columns of the 'Submittal Emails' table, see the following articles:

Emails for Submittal Packages

Emails sent when users send or resend submittals in submittal packages for review do not follow the default email settings for individual submittal items.

When users send or resend submittals in submittal packages for review, the system sends emails with the following subject lines:

  • 'Action Required For Submittals in Package'. This email is sent to members of the submittal workflow to alert the Ball in Court person that a response is required.
  • 'Submittals Sent For Review in Package'. This email is sent to each submittal's manager and distribution list members.

See Also