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Procore

View a Submittal

Objective

To view a submittal as a user with 'Read-Only' access to the Project level Submittals tool. 

Background

If you are subcontractor working on a construction project, your project team may grant you 'Read Only' level access permission to the Submittals tool. This gives you the ability to view all of the submittals that have been created on a project. 

Things to Consider

Steps

  1. Navigate to the project's Submittals tool.
    This reveals the Submittals page. 
  2. Locate the desired submittal. See Search and Filter Submittals.
  3. Place the submittal into edit mode as follows:
    • Click View
      OR
    • Click the corresponding Title link.
  4. View the following information:
    • General Information
      This area reveals all of the pertinent information about the submittal. For field information, see Add General Information.
    • Submittal Schedule Information
      This area details all of the important dates related to the submittal. For field information, see Calculate Submittal Schedule Information (If Enabled).
    • Delivery Information
      This area details the on-site delivery information. For field information, see  Update the Delivery Information.
    • Submittal Workflow
      This area details the submitters and approvers on the submittal. It also shows their official response, comments, and attachments that may have been added with their response. See Add Reviewers to the Submittal Workflow
    • Revision History. If any revisions have been create, click the arrow next to Revision History. This reveals the Revision Number, Title, Date Created, and Status. You can also click the PDF icon to download a copy of any listed revision. See View the Revision History of a Submittal.
  5. (Optional) To generate a PDF version of the file so you can review the information in the file or print it out on paper at a later time, see Export a Submittal.

 

 

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