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Procore

Submittals

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Overview

To customize the Submittal tool's configuration settings for a project as a user with 'Admin' level permissions to the Submittals tool.

Video

 

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Steps

  1. Navigate to the project's Submittals tool.
  2. Click the Configure Settings icons-settings-gear.png icon. 
    This reveals the ‘Submittal Settings’ page.
  3. Click Submittal Responses. 
  4. Locate the submittal response that you want to change.
  5. Choose from the following options:
    • Change a Custom Submittal Response:
      You can change an existing response to a custom value for all eight (8) of the default submittal responses in Procore.
      1. Click the pencil icon next to a response to edit it.
      2. Type in the new name for the response. Click Edit Response to save your changes.
    • Add a New Custom Submittal Response:
      You can add up to twelve custom submittal responses for several of the default submittal responses in Procore. For three (3) of the responses (FORWARDED FOR REVIEW, PENDING, and SUBMITTED), the system limits you to only one (1) custom response.
      1. Click Add Response.
      2. Select the associated default response.
      3. Enter your custom response, and click Add Response to save.
        Note: You can modify the associated default response by clearing the selection and making a new one.
    • Delete a Custom Submittal Response:
      You can only delete the custom responses that have been added to the system. Each of the default responses can be customized, but not deleted. 
      1. Click the delete icon next to the desired response.
      2. When prompted to confirm you want to delete the response, click Delete Response.