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Submittals: Create and Apply Submittal Workflow Templates

This announcement represents a single point in time. Future releases may impact the information below.
Published: April 4, 2018  /  Last Updated: April 30, 2018



If you have been granted 'Admin' level permission on the Project level Submittals tool, you can now create submittal workflow templates. A submittal workflow template gives you the ability to define the submitters and approvers for your project's submittal review process. If you create multiple submittal workflow templates, your project users will also have the option of applying a selected template to the submittal(s) they create. 

Templates are created in the 'Submittal Workflow Templates' page, which can be accessed from the Configure Settings page on the Submittals tool. For details, see Manage Submittal Workflow Templates. After a template is created, your end users can apply them to a submittal by following these steps: Apply a Submittal Workflow Template to a Submittal



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