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Sending Documents (Outgoing Submittals)
Documents that are available for submission (based on workflow) will automatically move to a queue located on the outgoing submittals screen.
To see your outgoing submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals.
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Distribution Lists
A distribution list defines the recipients of a submittal. The list of recipients is commonly included on the transmittal summary (depending on your transmittal template).
Topics
Add/apply distribution list on project ...
Options for outgoing (submittal) notification emails
Submittal Defaults The defaults for submittal email notifications (for each target) are set on the project configuration template. If these defaults should be modified on a specific project, navigate to Project Menu > Set Up > Project Configurat...
List of Completed Submittals
To see your completed submittals, navigate to Project Menu > Cards In/Out > Outgoing Submittals. The "Submittals Sent" tab lists the details of the submittals that have been issued on the project. 1) Tools Various functions are ava...
Auto-Reclaim Submittal
The Auto-Reclaim feature allows users to complete the status of a document without uploading a new file. This is useful in situations where the customer approves a transmittal verbally or by email, but doesn’t physically return the original transmittal or documents...
Void Submittal
Mark all or part of a submittal as void (cancelled).