Close a Submittal

OBJECTIVE

To close a Submittal in ConstructionOnline

BACKGROUND

Closing a Submittal is advised when all approvers have responded to a Submittal and it requires no further action. You can also choose to send a summary email to the Submittal participants when it is closed.

THINGS TO CONSIDER

• Only Company Employees can create Submittals.
• Submittals must be associated with an existing Project.
• Submittals can be shared with TeamLink & ClientLink members to view and respond to.

STEPS TO CLOSE A SUBMITTAL

1. Navigate to the desired Project via the Left Sidebar
2. Select the Communication tab
3. Choose the Submittals category
4. Right-click on the desired Submittal
5. Select Close Submittal
   
   1. This will open the Close Submittal window
6. Choose Close & Send Emails or Close, Don't Send Emails

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Submittals can be found in the FAQ: Submittals article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.