How do I use Submittal Distribution?

**Please Note: We have recently updated who is notified when Submittal documents are returned by Submitters/Approvers. Previously, only the official Project PM was notified. As requested, we have updated so that all on the Distribution list will be notified via e-mail of the returned submittal documents. This is important for GCs who have employees other than the official PM processing Submittals. If you do not wish some contacts (such as Architects, Owners or Engineers) to be notified by e-mail when the Submitter returns the submittal document to the GC, they should not be added to the Distribution list until after the submittal has been reviewed by GC.

Submittal Distribution

Add contacts to be copied on Submittal communications using any of these methods:

  1. Select name from the suggested list. This will show parties that are already affiliated with the project.
  2. Type a name into the search box to locate a party in your contact database. Select name to add.
  3. Click on Use Previous Distribution List. This option will add the contacts that you selected on previous Submittals. This feature is handy if you have a list of people that will need to be copied on all Submittals.

Click Save. The Submittal information will need to be saved before any notifications can be sent.

Submittal distribution