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Procore

Submittals

The Submittals tool enables you to organise your submittal register by division, add shop drawings, or even pages from product catalogs. Attachments can either be added directly from your computer or the project's Documents tool.

 
 
 
 
 
 
 
 
 
 
  • Always know the current status of your project's submittals and who needs to take action
  • Quickly locate a submittal
  • Attach documents, drawings, and more directly to your project's submittals
  • Assign multiple users to the 'Submitter' and 'Approver' Groups in the submittal workflow

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Procore + Bluebeam Integration
 Note
See Procore Imports for additional videos related to Submittals.
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To browse and search all Procore training videos, visit our video library.

Web

Configure Submittal Settings
 
 
Create Submittals
 
Submittal Builder
 
Submit Submittals - Subcontractor as Collaborator
 
Respond to a Submittal
 
Add Markups to a Submittal PDF Attachment
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Close, Revise, and Distribute a Submittal - Specialty Contractor
 
Import Submittals
 
Respond to a Submittal - Architect
 
Respond to a Submittal - Specialty Contractor
 
Create Submittals - Specialty Contractor
 

Speciality Contractor as Client - Close, Revise and Distribute Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Distribute Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Respond to Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Architect - Respond to Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Respond to Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Create Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Basic Navigation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure the Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Submittals to the Project Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

PDF Markup Preview

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Navigate Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Import Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Configure the Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Submittal Navigation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Close, Revise and Distribute a Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Respond Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Submittal Builder

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Architect - Overview

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Submittal Builder
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Submittal Builder
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

Web

 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Submittal Settings
 
 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Configure the Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Basic Navigation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Respond to Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Distribute Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 
Create Submittals
 
Respond to a Submittal
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Submittals
 

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Submittal Settings
 
 
Create Submittals
 
Submittal Builder
 
Submit Submittals - Subcontractor as Collaborator
 
Respond to a Submittal
 
Add Markups to a Submittal PDF Attachment
 
Close, Revise and Distribute a Submittal
 

Mobile

View a Submittal (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Close, Revise, and Distribute a Submittal - Specialty Contractor
 
Import Submittals
 
Respond to a Submittal - Architect
 
Respond to a Submittal - Specialty Contractor
 
Create Submittals - Specialty Contractor
 

Speciality Contractor as Client - Close, Revise and Distribute Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Distribute Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Respond to Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Architect - Respond to Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Respond to Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Site Worker - View a Submittal (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Create Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Basic Navigation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure the Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Submittals to the Project Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

PDF Markup Preview

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Navigate Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Import Submittals

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Speciality Contractor as Client - Configure the Submittals Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Submittal Navigation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Close, Revise and Distribute a Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create a Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Respond Submittal

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Submittal Builder

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Architect - Overview

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.


START
START


End
End


Download the Procore Imports Application
Download the Procore...


Generate Submittals from Specifications (Submittal Builder)
Generate Submittals f...


Download the Submittals Import Template
Download the Submitta...


Update the Submittals Import Template
Update the Submittals...
Do you want to use Procore Imports to create submittals?
Do you want to use Pr...
or
or
With the Procore Imports Application (Recommended)
With the Procore Impo...
Without the Procore Imports Application
Without the Procore I...
Do you want to use Submittal Builder to create submittals?
Do you want to use Su...


Prepare Submittals for Import
Prepare Submittals fo...


Import Submittals into your Project Level Submittals Tool
Import Submittals int...


Respond to a Submittal as an Approver
Respond to a Submitta...


Forward a Submittal for Review
Forward a Submittal f...


Create a Submittal
Create a Submittal


Edit a Submittal
Edit a Submittal


Upload and Submit a Submittal
Upload and Submit a S...


Respond to a Forwarded Submittal
Respond to a Forwarde...


Distribute a Submittal
Distribute a Submitta...


Close a Submittal
Close a Submittal


Create a  Submittal Revision
Create a  Submittal R...
LEGEND
LEGEND
Submittal Manager
Submittal Manager
Submitter
Submitter
Outside Submittals tool
Outside Submittals tool
Optional Step
Optional Step
Approver
Approver
Reviewer
Reviewer


Send a Completed Submittals Import Template to Procore
Send a Completed Subm...

Submittals

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png: Denotes an action that is supported by Procore for Android or Procore for iOS.

Task None Read Only Standard Admin
Add a Related Item to a Submittal       icon-mindtouch-table-check.png
Add a Related Item to a Submittal Package       icon-mindtouch-table-check.png
Add a Submitter and Approvers to the Submittal Workflow     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add an Existing Submittal to a Submittal Package       icon-mindtouch-table-check.png
Apply a Submittal Workflow Template to a Submittal       icon-mindtouch-table-check.png
Bulk Edit Submittals in a Package       icon-mindtouch-table-check.png
Change the Ball in Court on a Submittal       icon-mindtouch-table-check.png
Close a Submittal       icon-mindtouch-table-check.png
Configure Advanced Settings: Submittals Tool       icon-mindtouch-table-check.png
Create Custom Submittal Register Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Responses       icon-mindtouch-table-check.png
Create Custom Submittal Types Configure this setting in the Admin Tool (Company Level)
Create a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Create a Custom Submittals Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png3, 4
Create a New Submittal in a Submittal Package       icon-mindtouch-table-check.png
Create a Submittal   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Package   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Submittal Revision   icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png+5 icon-mindtouch-table-check.png
Customise the Column Display in the Submittals Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete a Custom Submittal Report       icon-mindtouch-table-check.png
Delete a Submittal        icon-mindtouch-table-check.png
Delete a Submittal Package       icon-mindtouch-table-check.png
Designate the 'Default Submittal Manager' for the Submittals Tool       icon-mindtouch-table-check.png
Distribute a Submittal       icon-mindtouch-table-check.png
Distribute the Submittals in a Package       icon-mindtouch-table-check.png
Download a Submittal's Attachments  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download an Open Submittals Report Complete this Task with the Reports Tool (Company Level)
Edit a Custom Submittal Report     icon-mindtouch-table-check.png 2, 4 icon-mindtouch-table-check.png 3, 4
Edit a Submittal    icon-mindtouch-table-check.png+6 icon-mindtouch-table-check.png+6, 7 icon-mindtouch-table-check.png
Edit a Submittal Package        icon-mindtouch-table-check.png
Edit a Submittal Response       icon-mindtouch-table-check.png
Enable Submittals Program Calculations       icon-mindtouch-table-check.png
Enable the Submittals Tool       icon-mindtouch-table-check.png
Export a Custom Submittals Report   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Submittal   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Submittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Finalise a Bluebeam Studio Session       icon-mindtouch-table-check.png 1
Forward a Submittal by Email  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Forward a Submittal for Review     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a PDF of a Submittal in a List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Generate a QR Code for a Submittal    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Personal Submittal Markup Stamps     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Submittal Workflow Templates       icon-mindtouch-table-check.png
Mark a Submittal as Private        icon-mindtouch-table-check.png
Mass Review Submittals in a Package       icon-mindtouch-table-check.png
Perform Bulk Actions on a Submittal       icon-mindtouch-table-check.png
Redistribute a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Remove a Submitter or Approver from the Submittal Workflow   icon-mindtouch-table-check.png+8 icon-mindtouch-table-check.png+8, 9 icon-mindtouch-table-check.png
Resend the Submittals in a Package for Review       icon-mindtouch-table-check.png
Resize the Column Width in the Submittals Register   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Forwarded Submittal as a Reviewer     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Submittal as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to an Action Required Email for a Submittal Package as an Approver     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve a Submittal from the Recycle Bin        icon-mindtouch-table-check.png
Review Submittal PDF Attachments     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search and Filter for Submittals icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Completed Submittals Import Template to Procore       icon-mindtouch-table-check.png
Send the Submittals in a Package for Review       icon-mindtouch-table-check.png
Set Up Submittal Program Calculations     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Share a Custom Submittal Report     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 3
Switch Between Submittals Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Upload and Submit a Submittal     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Use Bulk Actions > Apply Workflow in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Delete in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Edit in the Submittals Tool       icon-mindtouch-table-check.png
Use Bulk Actions > Retrieve in the Submittals Tool       icon-mindtouch-table-check.png
View a Submittal icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png 10 icon-mindtouch-table-check.png
View a Submittal Package   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Submittal Attachments   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Submittal Approvers Response Time Report       icon-mindtouch-table-check.png

1 Requires the Procore + Bluebeam Integration. See Bluebeam.

2 Users with 'Standard' level permission can only create personal reports. 

3 Users with 'Admin' level permission can create, edit and view reports that have not been marked 'Personal' by another user.

4 Users will also need 'Read Only' level permission or higher on the Reports tool.

5 Users without 'Admin' level permissions on the project's Submittals tool can create revisions for submittals that they created.

Users without 'Admin' level permissions on the project's Submittals tool can edit certain fields in 'Draft' or 'Open' submittals that they created. 

7 Users with 'Standard' level permissions can edit certain fields in submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

8 Users without 'Admin' level permissions on the project's Submittals tool can update the submittal workflow in 'Draft' or 'Open' submittals that they created. 

9 Users with 'Standard' level permissions can update the submittal workflow for submittals they are designated as the Submittal Manager. See What is the 'Submittal Manager' role?

10 When a submittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions on the project's Submittals tool can see the submittal only if one or more statements apply:

  • They are designated as the Submittal Manager
  • They are added to the submittal workflow as a Submitter or an Approver.
  • They are included in the distribution list.
  • They have the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver or a Distribution List member.

Below are the notable changes to the project's Submittals tool. 

Recent Changes

Submittals Workflow configuration option for 'enable reject workflows' (13/05/2024) 

Procore has released a submittals workflows configuration option called 'Enable Reject Workflows'. This feature detects when a workflow participant responds with a 'Rejected', 'Revise and Resubmit' or equivalent custom status and then automatically sets the Ball in Court to the Submittal Manager for intervention. The Submittal Manager can then resume the workflow, set ball in court back to a previous step or close and distribute (and optionally trigger a revision). When enabled, this feature impacts both active, in-progress workflows and workflows that have not yet started. See Enable Reject Workflows for details.

Submittals settings: Replace a single workflow user (15/04/2024)

Users now have the option to replace a single workflow user (Approver or Submitter). See Replace a Workflow User for details.

Calculate workflow step due dates from 'Submit by' date (15/04/2024)

When bulk applying a workflow, users now have the option to calculate the workflow step due dates from each submittals's 'Submit By' date. Previously, workflow step due dates could only be calculated from today's date.

Bulk Add and Remove Distribution List Members Across multiple Submittals (15/04/2024)

You can now add users to or remove them from, distribution lists across multiple submittals at once using bulk actions.

Submittals Workflow Table Enhancements (11/12/2023) 

Procore has updated the Submittals workflow table with multiple enhancements to improve the user interface and functionality. Ellipsis buttons have been removed and the 'Edit Response' and 'Set Ball in Court' buttons are now located under the new 'Actions' column at the right side of the workflow table. Additionally, attachments located within a submittal workflow are now able to be opened as clickable links for quicker access and viewing. 

SUBMITTALS simplified close and distribute process (14/11/2023) 

Procore has updated the steps when you close and distribute a submittal to simplify your workflow and give you additional flexibility with the information you distribute. When you click the button to 'Close and Distribute' you will complete a single form where the distribution list is automatically added to the CC field, you can choose to create a revision upon distribution, and you can select which responses, comments, and attachments to include. See Distribute a Submittal.

SUBMITTALS TOOL MODERNISED Change History (02/11/2023) 

Procore has released design and performance updates to the change history page for individual submittals. Page navigation has been added to improve the navigation experience for Submittals with many changes. These updates provide users with a more consistent and optimised experience in Procore. See View the Change History of a Submittal.