Approve or Decline the Submittals

In this topic, we'll show you how a Designated Reviewer can to Approve or Decline Submittals.

Note: A Designated Reviewer is the team member who will review the documents before they are sent out to the receiver. It is just like setting up a gate keeper who can review the documents before they are sent out to the intended company or team member.

 Approve Submittals

  1. Click on the Submittals module from the left navigation.



  2. Click on the Submittals category and select Items for Review from the drop-down.



      

  3. Click on the Actions menu drop-down located next to the Submittal ID.

      

  4. Click on View.

      

  5. Click on the Approve button. The buttons will be enabled for the team mebers who have the ball in their court (indicated by the “Ball in Court” field in the document). You can also choose to Act on behalf of others if you have the appropriate permissions to do that.

      

  6. Click on the Yes button when prompted.



  7. The Submittal will be successfully approved. An email notification will be sent to the Submittal author and others based on their Notifications Settings.

Reject Submittals 

  1. Click on the Actions menu drop-down located next to the Submittal ID.



  2. Click on View.



  3. Click on the Decline button. The buttons will be enabled for the team members who have the ball in their court (indicated by the “Ball in Court” field in the document). You can also choose to Act on behalf of others if you have the appropriate permissions to do that.



  4. Enter a comment in the Comment text box and then click on the Decline button.



  5. The Submittal will be successfully declined. An email notification will be sent to the Submittal author and others based on their Notifications Settings.


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