To forward an email that contains information about a submittal to other Procore users from the Project level Submittals tool.
Important: The steps in this article show you how to send an email containing a summary about the submittal.
The email functionality on the Submittals tool allows you to send an email outside of the emails that are automatically generated from the Submittals tool. Automatic emails are sent out to approvers and members of the distribution list when the email is created, when an approver responds, when an approver's response is edited, and when any changes are made to the submittal (attachments are attached, the submittal status is changed, etc).
Private. Indicates privacy settings for the submittal. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the Submittals tool, users in the Submittal Workflow, and members of the submittal's Distribution List. Users with the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template can also view a submittal marked 'Private' if another user in their company is associated with the submittal. See Mark a Submittal as Private.
Title. The descriptive name that best summarizes the information in the submittal.
Attachments. Attach any relevant files. You have these options: