Submittals
Manage submittal requests and approvals to keep work moving smoothly.
- Create a Submittal
- Attach Files to a Submittal
- Add Cost Codes to Submittals
- Email a Submittal
- Make a Submittal Private
- Edit a Submittal
- Respond to a Submittal
- Close a Submittal
- Create a Submittal Revision
- Duplicate a Submittal
- Sort Submittals
- Filter Submittals
- View Submittal Summary
- Export a Submittal Summary to Excel
- Print a Submittal
- Delete a Submittal
FAQ: Submittals
- What is the Submittal process in ConstructionOnline™?
- Do I use Submittals or Transmittals to submit plans?
- Is there a link between Submittals and Transmittals in ConstructionOnline?
- How can I create and send a Submittal in ConstructionOnline?
- Can I add Approvers to my Submittal?
- What is the difference between an Approver and CC-ing someone on a Submittal?
- Are there different options for the Submittal approval process?
- Can I add an attachment to a Submittal?
- Can I remove an attachment from a Submittal?
- How do I edit a Submittal?
- Why can't I edit a Submittal?
- When should I create a revision for a Submittal?
- Can I edit a Submittal after it's been approved?
- Can I set reminders for Submittals?
- Is there a way I can check to see if the Approver(s) I assigned to a Submittal received it?
- How can I tell who needs to respond to a Submittal next?
- How can I see the Submittals I need to respond to?
- My client/sub isn't using the Portal. How do I send them a Submittal?
- How do I allow my Approvers to see and respond to a Submittal?
- Can I respond on behalf of an Approver?
- What should I do once all Approvers have responded to the Submittal?
- How do I print a list of all of my Project's Submittals?
- How can I recreate my Submittals?
- I deleted my Submittal. How do I recover it?