Submittals
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      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?

        We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.