How can I change the Final Notification Method for Submittals?

You can choose to have final Notifications sent Automatically when the Final Approval is given on a submittal, or you can select to send these out Manually.

The system default is to send out Final Notifications of Approved Submittals automatically to save the most time. If you prefer to review these after the final Approval is given and send out the notifications yourself, you can switch to the Manual Notification setting.

  1. From the Submittal List, click on the Gear symbol
Submittal Landing page with Gear

2. Click on Select Final Notification Method

Submittal Gear Menu

3. Choose Send Final Approval Notification Manually. Save.

Final Notification

4. Select to change Just for this Project or for all Projects assigned to Project Manager. Save.

This or all projects