FAQ: Submittals

How do I allow my Approvers to see and respond to a Submittal?

This depends on the Contact type of the Approver: 

  • For Company EmployeesSubmittal permissions must be set to "Can View" or "Can Create, Edit, & Delete" in order to be able to view and respond to Submittals they have been assigned to.
  • For ClientLink and TeamLink Users: The Submittal permissions option to "view and respond only to Submittals that they're assigned to" must be engaged AND the user must be assigned to the Submittal as an Approver. If one of these is not true, the user will not be able to review and respond to a Submittal. 
    • ClientLink and TeamLink Users cannot see all Submittals for a Project. They are only able to view and respond to Submittals assigned to them with appropriate permissions. 

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