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Use Bulk Actions > Retrieve in the Submittals Tool

Objective

To use the Bulk Actions menu in the Submittals tool to retrieve a batch of submittals from the Recycle Bin. 

Background

Use the Bulk Actions > Retrieve menu command when you want to retrieve a batch of submittals from the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Submittals tool.
  • Supported Views:
    • The Bulk Actions > Retrieve menu command is only supported in the Submittals tool's Recycle Bin.
  • Additional Information:

Demo

bulk-actions-retrieve-submittals.gif

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Items view of the Submittals page.
  2. Click the Recycle Bin link. Then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the check box to the left of each desired submittal. 
  3. Choose Bulk Actions > Retrieve.
    This reveals a list of the selected submittals. 
  4. Click Retrieve
    A GREEN Retrieve Succeeded message appears when the retrieve action is complete. The system also removes the submittals from the Recycle Bin. 

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page .