You can submit a submittal after you have added the required information to have it
reviewed and approved.
Before you submit a submittal, you may want to:
Note: The names of the fields, actions, and states
for submittals may be different in your instance of Viewpoint Team, because they can be customized by the system
administrator. For example, your organization might use "Grant" instead of "Issue".
In this case, you would select the Grant button to send the submittal to the submitter and the state
would change from Draft to
Granted.
-
From the home page, select on the Submittal assigned to
you.
The Submittal page
appears.
-
Click the Submit button.
The Submit window
appears.
-
If there is no one shown in the Reviewer field, select the
person who should review the submittal.
Only certain individuals on the project
are available in this field.
- (Optional) In the Additional
Reviewers field, you can select additional reviewers for the
submittal. Additional reviewers can respond to the submittal but cannot change
the state of the submittal.
-
In the CC field, enter any
additional people whom you want to see the submittal.
These contacts can:
- View the submittal
- Receive notifications
- Add comments
-
In the Comment field, enter any
comments or notes for the reviewer.
-
(Optional) Select Add attachment to attach one
or more files to the submittal.
-
Browse to the files you want to attach and
select them.
-
Select Open.
-
The Notify Recipients check box
is selected by default. If you do not wish to send email notifications to all
the indicated recipients, you can clear this check box.
-
Select Send.
The submittal is sent to the reviewer and any additional people you selected to receive a
copy.
