Apply a Submittal Workflow Template to a Submittal

A user with 'Admin' level permission to your project's Submittals tool should create  submittal workflow templates which you can then add to a new submittal when you first create it. This saves a lot of data-entry time by preventing you from having to add a new submittal workflow each time you create a submittal.  Some modification may still be required but if you can save even two minutes per submittal, you will save 16+ hours of work over the course of a project, simply by taking a few minutes to set up or Manage Submittal Workflow Templates periodically.

1. Follow the steps in Create a Submittal or Edit a Submittal. 
2. Under Submittal Workflow, do the following:
   1. Select a Template. Select a workflow template from the drop-down list. 
      Notes:
      • This drop-down list is only visible and available to users with 'Admin' level permission on the Submittals tool. 
      • This action applies the person(s) named on the submittal workflow template to your submittal. 
      • To learn how submittal workflow templates are created, see Manage Submittal Workflow Templates.
3. Continue by modifying the Name, Role, and Days to Submit/Response fields as needed for the submittal. Your changes only affect the workflow on the submittal, your changes do NOT affect the submittal workflow template. 
4. (Optional) Continue with the steps in Add Reviewers to the Submittal Workflow.