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Procore

Send the Submittals in a Package for Review

Objective

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

Things to Consider

  • Required User Permission:
    • 'Admin' level users can send the submittals in a package for review.
  • Prerequisite:
  • Additional Information:
    • Procore sends an 'Action Required' email notification to members of the submittal workflow to alert the Ball in Court person that a response is required.

Steps

  1. Navigate to the project's Submittals tool. 
  2. Click Packages.
  3. Locate the submittal package in the list. Then click View.
    Notes:
    The system reveals a GOLD banner and the total number on the banner includes:
    • Any unsent submittals that are ready to send for review. 
    • Any previously sent submittals where responses are still 'Pending' for all approvers.  To locate previously sent submittals, look for the 'Sent Date' on the submittal items in the package. 

      submittals-send-now.png
       
  4. If you want to send all of the submittals that are ready for review, click Send 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

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