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To resend or forward an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and open the "Submittals Sent" tab. Under the "Number" column, click the submittal number. In the top right, there are two buttons - on...
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To view the email delivery status of an outgoing submittal, navigate to Project Menu > Cards In/Out > Outgoing Submittals and open the "Submittals Sent" tab. Under the "Tools" column, there is a "Log" icon. Click on the icon to open the email de...
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Mark all or part of a submittal as void (cancelled).
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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...
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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...
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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...
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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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Last Updated: 05/07/2026
in Articles Library Overview of what library documents are, and instructions for how to add/edit document types and library card fields.
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Last Updated: 05/05/2026
in Articles Library Instructions for editing library cards (individually and in bulk).
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Last Updated: 05/05/2026
in Articles Admin System Setup Customize default settings for all projects.