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Submittals: Simplified Close and Distribute Workflow

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: November 14, 2023

 

Streamlined Close and Distribute Workflow

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where:

  • Your distribution list is automatically added to the CC field to receive the completed submittal.
  • You can mark a checkbox to create a revision for the submittal. After you distribute the submittal, you will automatically be directed to create the revision.
  • You can select which responses, comments, and attachments to include in your distribution.

Preview

clipboard_e7d2cd5a89cd057aefdbb51652aa81015.png

Steps

  1. Navigate to the project's Submittals tool.
  2. Click the Items tab.
  3. Click View next to the submittal you want to distribute.
    Note: If you have a long list of submittals, you can apply filters or search the list of submittals. See Search for and Filter Submittals. 
  4. If at least one required member of the submittal workflow has submitted their response, click Close and Distribute.
    submittal-close-and-distribute.png
  5. Fill out the information about the distribution.
    Notes: 
    • Your distribution list is automatically added.
    • Status is automatically set to 'Closed' and is updated when you click 'Distribute'.
  6. Mark the checkbox if you want to automatically Create a Revision Upon Close and Distribution.
  7. Mark the checkboxes for what General Information to include in the distribution.
  8. Mark the checkboxes for the Workflow Responses to include in the distribution.
  9. Click Distribute OR Distribute and Create Revision to distribute the submittal.  

See Also

If you would like to ask questions or share any feedback, please contact support@procore.com.