- Knowledge Base
- Communication
- Submittals
Email a Submittal
OBJECTIVE
To email a Submittal in ConstructionOnline
BACKGROUND
Submittals are a great tool to use for documentation of approval for specifications, shop drawings, product information, and/or materials samples. Editors of a submittal can choose to send or resend Submittal emails after the Submittal has already been created.
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 EDIT A SUBMITTAL
- Navigate to the desired Project via the Left Sidebar
- Select the Communication tab
- Choose the Submittals category
- Right-click on the desired Submittal
- Select Email Submittal
- This will open the Email Submittal window
- Enter or choose the email recipients from the dropdown list
- Click Email Submittal
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.