Duplicate the Submittals
In this topic, we'll show you how to duplicate the Submittals.
- Click
on the Submittals module from the left navigation.
- Click on the Actions
menu drop-down located next to the Submittal ID.
- Click
on the Duplicate from the drop down list.
- Click on the Yes button when prompted.
- Click
on the Company drop down and select
the company, to which you want to send the Submittal to, from the drop down
list.
- Update a Submittal title in the Title field.
- Click
on the Requested Approval Due Date field
and select a date from the calendar.
- 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. - Click on the Assignee text box.
An Assignee pop up will show.
- 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.
- Click
on the Submit button.
- Click
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.