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Create a Submittal Package

Modified: 7 Sep 2026 ProContractor Project Documents Project Management Help

Create a submittal package to create a group of submittals for a project to be delivered together.

If needed, you can select internal users who should review the submittal package. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a submittal package. Once you have created the submittal package, you can create a PDF file from a submittal package form that you can view, print, or send in an email.
  1. Optional: If you haven't already done so, set up your document management defaults.
    Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. Optional: If you haven't already done so, set up your document management types.
  3. Optional: If you haven't already done so, set up your document routing distribution groups.
  4. On the Enter Submittal Package screen, create a submittal package.
  5. Optional: If you haven't already done so, create submittals to include in the submittal package.
  6. Optional: If needed, contact the reviewers to advise them to review the submittal package.
  7. Optional: Select the users and/or the document routing distribution group that will review the submittal package.
  8. Optional: On the View Tasks screen, periodically view the status of the document routing for the submittal package to monitor the review process.
  9. Optional: Once the submittal package is approved, manage the submittal package and the PDF file as needed.
After you create a submittal package, you may want to:
Submit
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