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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 permissions on the Project level Submittals tool.
  • Prerequisite:
  • Additional Information:
    • Procore only notifies users that their action is required when a submittal's Sent Date field is blank. See the Tip below for more information. 

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. 
    Notes:
    • If there are any submittals in the package that are ready to be sent for review, a GOLD banner appears at the top of the page. 
    • The banner shows the total number of submittals in the package that are ready to be sent for review. 
    • Any submittals that have already been sent for review will be excluded from the total in the GOLD banner. 
    • To locate the submittals that have previously been sent for review, look for a date in the 'Sent Date' field next to the package's submittal items. 

      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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