Duplicate the Submittals
In this topic, we'll show you how to duplicate the Submittals.
on the Submittals module from the left navigation.
- Click on the Actions
menu drop-down located next to the Submittal ID.
on the Duplicate from the drop down list.
- Click on the Yes button when prompted.
on the Company drop down and select
the company, to which you want to send the Submittal to, from the drop down
- Update a Submittal title in the Title field.
on the Requested Approval Due Date field
and select a date from the calendar.
on the Attach Files drop down and
select the Attach From Computer option and select the files that you
want to attach with the Submittal.
Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.
- Click on the Assignee text box.
An Assignee pop up will show.
the checkboxes next to the assignee names and then click on the Update button. The assignee names may
be prepopulated based on your Workflow
on the Submit button.
on the Yes button when prompted.
- The Submittal
will be sent to the assignees selected in the previous steps and a message will
be posted on the Activity Stream.
Assignees will also get notified by email based on their Notifications Settings.