What Happens to the Submittal when it is Approved?

When the Final Approval contact has been returned the Submittal with any of these four statuses below, the e-mail notification of the Final Approval status will be sent to all parties Automatically (by default). If the GC prefers to Review and send the Approvals out Manually this can be changed under Settings Set Final Notification Method.

  • Approved
  • Approved as Noted
  • Reviewed
  • Reviewed as Noted

Through Email

The Approve Notification e-mail has the Submittal summary document attached and will include a link that provides access to all Submittal documents, including the Approved file(s).

Users can click on file names to open documents or check the boxes next to desired files, then click Download Selected Files. Items will download in a zip file format.

Logged in through Portal

If a Submitter, Architect, Owner or Engineer contact wants to view Submittal logs in to their portal they will

  1. Log in
  2. Click on the Submittals Icon
  3. Select Project Name
  4. Click on the ellipses next to the Submittal file
  5. Select View Attachments

View Attachments will also open the Submittals Document files page for viewing or download.