Create a submittal to create a list of documents and items being submitted for a
project. I
If needed, you can select internal users who should review
the submittal. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a submittal. Once you have created the submittal, you can create a PDF
file from a submittal form that you can view, print, or send in an email.
- Optional:
If you haven't already done
so, set up your document management defaults.
- Optional:
If you haven't already done
so, set up your submittal types.
- Optional:
If you haven't already done
so, set up your document routing distribution groups.
-
On the Enter Submittal screen, create a
submittal.
- Optional:
Select the users and/or the
document routing distribution group that will review the submittal.
- Optional:
If needed, contact the
reviewers to advise them to review the submittal.
- Optional:
On the View Tasks screen, periodically view the status
of the document routing for the submittal to monitor the review process.
- Optional:
Once the submittal is approved, manage the submittal
and the PDF file as needed.
- Optional:
Create a submittal package and add the
submittal.
After you create a submittal, you may want to:
