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Procore

Resend the Submittals in a Package for Review

Objective

To send the submittals in a submittal package to approvers for review. 

Things to Consider

Steps

  1. Navigate to the Project level Submittals tool. 
    This reveals the Submittals page.
  2. Click Packages.
    This reveals a list of submittal packages.
  3. Locate the desired package in the list. Then click View.
    The system opens the package in view mode. 

    package-resend-now.png
     
  4. If you want to send all of the submittals, click Resend Now.
    • An 'Action Required' email message is sent to members of the submittal's workflow to alert the Ball in Court person that a response is required.
    • A 'Updated Submittal' email message is sent to members of the distribution list.
    • A green confirmation banner appears to confirm the notifications were sent. 

      emails-sent.png
       
    • The button's label on the GOLD banner changes to Resend Now. See Resend the Submittals in a Package for Review.

      submittal-banner-resend-now.png
       
    • In the Submittal Items area, the Sent Date field is updated to show the date that the submittal items were distributed to the approvers. 
    • The system also sends email notifications to individuals as appropriate. See When does the Submittals tool send email notifications to Procore users?

See Also