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Procore

Email Submittals (iOS)

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Objective

To email a submittal from your iOS mobile device. 

Things to Consider

  • Required User Permission: '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 Share icon-share-ios.png.
    email-submittal-ios.png
  4. Tap into the following fields to enter the appropriate information:

    • 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 (the person sending out the email) will automatically be Cc’ed on the email.
    • Bcc: (Optional) Tap the 'Bcc' field to blind carbon copy other users on the email. 
    • Subject: The default subject will be auto-populated with the item's name and number. Tap the 'Subject' field to edit the subject.
    • Optional Comments: Tap the field to enter any additional comments 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 .