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Duplicate the Submittals

In this topic, we'll show you how to duplicate the Submittals.

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

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

  3. Click on the Duplicate from the drop down list.

  4. Click on the Yes button when prompted.

  5. Click on the Company drop down and select the company, to which you want to send the Submittal to, from the drop down list.

  6. Update a Submittal title in the Title field.

  7. Click on the Requested Approval Due Date field and select a date from the calendar.

  8. Click 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.

  9. Click on the Assignee text box. An Assignee pop up will show.

  10. Select the checkboxes next to the assignee names and then click on the Update button. The assignee names may be prepopulated based on your Workflow Settings.

  11. Click on the Submit button.

  12. Click on the Yes button when prompted.

  13. 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.

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