Skip to main content
Procore

Edit a Submittal

Objective

To edit an existing submittal using the project's Submittals tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level users can edit any submittal in any status. 
    • 'Standard' level users can only edit 'Open' submittals they created.
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
  2. Locate the submittal to edit. See Search and Filter Submittals.
  3. Click Edit
  4. Update the information as you want:
  5. Do the following:
    • Click Update to save changes without sending an email notification. 
      OR
    • Click Update & Send Emails to save changes and send an email notification to members of the submittal workflow and distribution list. 

 

  • Was this article helpful?