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Procore

Email Submittals (iOS)

Also available on android-gray-icon.jpg web-gray-icon.jpg

Objective

To email a submittal from your iOS mobile device. 

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Submittals tool.

Steps

  1. Navigate to the project's Submittals tool from an iOS device.
  2. Tap the submittal you want to email.
  3. Tap Email icon-email.png.
    email-submittal-ios.png
  4. Tap into the following fields to enter the appropriate information:

    • Subject: The default subject will be auto-populated with the submittal's name and number. Tap the 'Subject' field to edit the subject.
    • To: Tap the 'To' field to select the user(s) or groups who will receive the email.
    • CC: (Optional) Tap the 'CC' field to include other users you want to copy on the email. You will automatically be copied on the email.
      • On the 'Select CC Recipients' screen, select the button next to each user you want to include in the CC list and tap Done.
    • BCC: (Optional) Tap the 'BCC' field to blind carbon copy other users on the email. 
      • On the 'Select BCC Recipients' screen, select the button next to each user you want to include in the BCC list and tap Done.
    • Description: (Optional) Tap the field to enter text that will appear in the body of email.
  5. Tap Send.

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page icon-external-link.png.