Edit a Submittal
- Navigate to the project's Submittals tool.
- Locate the submittal to edit. See Search and Filter Submittals.
- Click Edit.
- Update the information as you want:
- General Information. See Add General Information.
- Submittal Schedule Information. See Calculate Submittal Schedule Information (If Enabled).
- Delivery Information. See Update the Delivery Information.
- Submittal Workflow. See Add Reviewers to the Submittal Workflow.
- Distribution. See Create a Distribution List.
- Do the following:
- Click Update to save changes without sending an email notification.
OR - Click Update & Send Emails to save changes and send an email notification to members of the submittal workflow and distribution list.
- Click Update to save changes without sending an email notification.