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Procore

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

Answer

When the events listed below are completed in the Procore level Submittals tool, the system sends an automated email notification to the end user(s) who are assigned to the following role(s) or distribution list on a submittal (see What is the difference between a distribution group and a distribution list in Procore?). You can customize these settings for your organization by following the steps in Configure Advanced Settings: Submittals.

There are two (2) types of notifications sent by the Submittals tool: (1) An 'Action Required' email (marked by footnote (3) in the table below) which is sent to notify users that an action is required on their part (i.e., this informs the responsible user that the Ball In Court responsibility has shifted to them), and (2) An informational email (i.e., similar to using the "Cc" function in an email program) which provides the recipient that the event has been completed. 

Important! 'Action Required' emails cannot be turned OFF. To learn more, see Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool?

Event Creator Submittal Manager Submitter(s) Approver(s) Reviewer(s) Distribution
List
Submittal Created 3 icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png 1 icon-x-red.png 1 icon-x-red.png icon-x-red.png
'Submitter' Role Submits (via Workflow) 3 icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-x-red.png
'Approver' Role Responds (via Workflow) 3 icon-x-red.png icon-green-checkmark.png  icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-green-checkmark.png
'Reviewer' Responds (via Workflow) 3 icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-x-red.png
Submittal Closed (not distributed) icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-x-red.png icon-x-red.png icon-x-red.png
Submittal Distributed icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png icon-x-red.png icon-x-red.png
Submittal Updated icon-x-red.png icon-green-checkmark.png icon-x-red.png icon-x-red.png icon-x-red.png icon-x-red.png
Overdue Notifications icon-x-red.png icon-x-red.png icon-x-red.png icon-green-checkmark.png 2 icon-green-checkmark.png 2 icon-x-red.png

1 If the submittal's creator has added one or more Submitter(s) to the submittal workflow (see Add a Submitter and Approvers to the Submittal Workflow), the system automatically sends the designated submitter(s) an 'Action Required' email because Submitter(s) have Ball in Court responsibility on the submittal. See Change the Ball in Court on a Submittal.

2 Overdue notification emails are only sent by the system when a response to a submittal has not been input into the system by an Approver, Submitter, or Reviewer by the 'Due Date' defined in the submittal workflow. See Add a Submitter and Approvers to the Submittal Workflow.

3 When a user is designated as a submitter or approver on an email, the setting only affects informational emails. The system will always send 'Action Required' emails to the person(s) in the submittal workflow who has Ball in Court responsibility on the submittal. See Change the Ball in Court on a Submittal.

How to Configure Email Settings in Submittals

To configure email settings, see Configure Advanced Settings: Submittals Tool