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Send the Submittals in a Package for Review


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. 


  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. 
    • 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. 

  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. 

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

    • 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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