Email Submittals (iOS)

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 .
   

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.