Send Submittal Requests

IMPORTANT NOTE: There are 2 methods to Send Submittal Requests. Choose one based on what you need to accomplish.

Save & Send option looks at the Dates and Statuses in the Assignments Section to determine which party needs to be notified next and sends the request to them.

Send Submittal Request found on the ellipses next to the Responsible Party's name sends a new e-mail request to them, no matter where the submittal currently sits.

Send Request to Submitter

Once the submittal is created and Saved, it is very easy to send the submittal request out from the form with one of these 2 methods.

  1. Click Save and Submit at the bottom of the Submittal Form. This will automatically send to the Submitter.

  2. Click the ellipses on the right side of the Submitter line and select Send Submittal Request

Both of these methods will open the E-mail form. Edit if desired and Send. The Submitter will be able to view the submittal, upload their documents from the link in the e-mail they receive. They will not need to log in to complete their tasks.

Send Submittal Request to Submitter Tutorial Video

Send Request to Approver

If the Submittal document is attached under the Paperclip Icon, requests for Approval can be sent from the form with the same 2 methods above.

  1. Click Save and Submit at the bottom of the Submittal Form. Paskr will use the dates in the Received and Returned columns to determine whose court the submittal is in. If the submittal is returned by the sub and reviewed by the GC, clicking Save and Submit at the bottom will automatically send to the first Approver, etc.

  2. Click the ellipses on the right side of the Approver line and select Send Approval Request

Both of these methods will open the E-mail form. Edit if desired and Send. The Approval contact will be able to view the submittal, upload their own documents and change the approval status from the link in the e-mail they receive. They will not need to log in to complete their tasks.

Send Submittal Requests to Approver Video Tutorial

Sending Multiple Submittal Requests

From Tasks> Submitals>View Submittal Worksheet:

  1. Check the boxes next to the Submittals you wish to send

  2. Click the Gear symbol in Right Hand corner

  3. Under Send Checked select to either send the Submittal Request or the Approval Request

Sending Multiple Requests at a Time Video Tutorial

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