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Procore

Redistribute a Submittal

Objective

To edit a previously distributed submittal and distribute it again to all key stakeholders. 

Background

If you previously distributed a submittal after it was approved, you may need to redistribute it again at a later time. For example, you can redistribute a submittal when you need to include a person that was not on the original distribution list, attach a different or new file, or add/delete comments. You can also redistribute a submittal in the rare event that a distribution attempt fails. You can redistribute the submittal as many times as necessary to ensure that all persons have been properly notified and have the most recent information pertaining to the submittal.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permissions on the project's Submittals tool. 
  • Prerequisite:
  • Additional Information:
    • A submittal can be redistributed an unlimited number of times. 
    • When a submittal is redistributed, it is sent by email to the people designated in the submittal's distribution list.

Steps

  1. Navigate to the project's Submittals tool.
  2. Navigate to the Items tab.
  3. Click View next to the submittal you want to redistribute.
     Tip

    To quickly locate submittals that have been distributed, you can click on the 'Distributed Date' column to sort the Submittal Items list by their distributed date.

    submittals-sort-by-distributed-date.png

  4. To view a summary of the submittal's distribution history, click the arrow > icon on the blue banner at the top of the submittal's page.


     
  5. Click Redistribute.
    The remaining steps are identical to those described in Distribute a Submittal.
    redistribute-submittal.png

Next Steps