When you select the submitter, reviewer, or approver on a submittal, you can add a new
contact on the fly if the contact you want does not exist in Viewpoint Team™.
When you create a new contact and invite them from a
submittal, the contact receives an email with a link to the project. If they don't
already have a Viewpoint Team™ account, they
are prompted to create one. You can add a new contact on the fly as part of the
following tasks:- While adding or editing a submittal, click in the
Submitter, Reviewer, or
Approver field.
- Click
New Contact. - (Required) In the First Name field, enter the contact's
first name.
- In the Last Name field, enter the contact's last
name.
- (Required) In the Company field, enter the name of the
company where the contact works.
- (Required) In the Email Address field, enter the
contact's email address.
- In the Invitee Permissions field, select the type of
access the contact should have to Viewpoint Team™.
- Click Continue.
The contact is added to the submittal, an email is sent inviting them to the project, and
you can continue adding or editing the submittal.