You can submit multiple submittals after you have added the
required information to have it reviewed and approved by going to .
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, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
Select the Submittals tab.
-
Select the check box for each submittal you want
to submit.
-
Click the Actions button
and select Submit.
The Bulk Submit Submittals 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.
-
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 submittals are sent to the reviewer and any additional people you selected to receive
copies.
