How can I create and send a Submittal in ConstructionOnline?

To create a Submittal, first, navigate to the desired Project, select the Communication tab, and choose the Submittals category. From here, click the green (+) Add Submittal button located within the All Submittals pane. This will open the "New Submittal" window where you should:

1. Fill in the relevant Submittal Details. The Title field is the only required field within this tab.  
2. Choose your Approval Type and assign a Submitter (optional) and Approver(s), as well as the dates they should submit/respond by. 
3. Add any relevant Attachments to your Submittal. 
4. Choose the Submittal's Status: 
   1. Draft: Choose this option if you are not ready for the Submitters and Approvers to have access to the Submittal. You can come back to your Draft at any point and send it. (Drafts are only visible to the Draft Creator.)
   2. Open: Choose this option if you are ready to release the Submittal for review.
   3. Closed: Choose this option if already have the information you need to close the Submittal. 

Once you have finalized the details of your Submittal, you can choose the "Create Submittal" button which will send the Submittal to the assigned Submitters and/or Approvers in ConstructionOnline, or you can choose the "Create & Send Emails" button which will send the Submittal to the assigned Submitters and/or Approvers in ConstructionOnline AND notify them via email that action is required for the respective Submittal.

Click here for more frequently asked questions (FAQs) regarding Submittals.