FAQ: Submittals

Is there a way I can check to see if the Approver(s) I assigned to a Submittal received it?

There is no direct way to view what Submittals have been emailed; however as long as you choose the "Create & Send Emails" option when creating a new Submittal, it will be emailed to all attached recipients! There are also a few additional actions you can take to make sure Submittals are accessible to the intended contacts: 

  • Check your email: When a Submittal is created in ConstructionOnline, an email notification is sent to the Submittal Creator and all Approvers. So if you (the Submittal Creator) received an email notification regarding the creation of the Submittal, this means your Submittal creation was successful and your Approver(s) should be able to see the Submittal in ConstructionOnline. 
  • Preview the Portal: An easy way to ensure ClientLink and/or TeamLink Users that have been assigned as Approvers have received a Submittal is to preview their Project Portal. By previewing their Portal, you can check to see that they have access to the Submittals feature and that the respective Submittal is shown from their account. Step-by-step instructions for previewing the Portal can be found here
  • Re-mail the Submittal: If you suspect an Approver may not have received a Submittal, or would like to remind them to respond, you can re-email the Submittal to the Approver by following the instructions detailed in this article. 

Additionally, if an Approver cannot locate their Submittal email, we recommend suggesting they check their email's spam or junk folders as sometimes email notifications can end up there.

In the rare instance that you still cannot confirm a Submittal has been received by your Approver(s), contact our Support Team for additional assistance. Be sure to indicate exactly which steps you’ve already tried so that we can better assist you.

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