Below are the notable changes to the project's Submittals tool in 2021.
NEW AND UPDATED BUTTON AND ICON DESIGNS ON SUBMITTAL WORKFLOW (05/10/2021)
Procore has added a new exclamation point icon to the Submittal Workflow table that appears when a user in the Submittal Workflow no longer has the permissions necessary to respond to the submittal. See View a Submittal. Procore has also made minor design improvements to the existing 'Respond' and 'Open' buttons in addition to the 'Download' and 'Delete' icons in the Submittal Workflow table.
NEW KEYBOARD SHORTCUT FOR DUPLICATING SUBMITTAL MARKUPS ADDED IN PROCORE (28/09/2021)
Procore has added a keyboard shortcut to the attachment viewer in the project's Submittals tool to allow users to quickly duplicate a markup that they added while reviewing a PDF attachment in Procore. See Review Submittal PDF Attachments.
ADDITIONAL FILE TYPES NOW SUPPORTED IN THE SUBMITTAL ATTACHMENT VIEWER (20/09/2021)
Procore has added support for additional file types in the attachment viewer in the Submittals tool, including additional document files, audio files and video files. See View Submittal Attachments and What file types and formats are supported in the attachment viewer in the Submittals tool?
REDESIGN FOR SUBMITTAL IMAGE ATTACHMENT VIEWER (17/05/2021)
Procore has updated the design of the image attachment viewer in the project's Submittals tool. See View Submittal Attachments.
REDESIGN FOR PDF EXPORTS OF SUBMITTALS AND SUBMITTAL PACKAGES (11/05/2021)
Procore has updated the design of PDF exports for submittals and submittal packages from the project's Submittals tool. See Export a Submittal and Export a Submittal Package.
COLUMNS ADDED TO SUBMITTALS LIST WITH SUPPORTED CUSTOM FIELDS (03/05/2021)
Users can now show, hide or rearrange columns on the project's submittals list with data from custom fields (excluding 'Rich Text (Long)' and 'Read Only Entry' custom fields). Additionally, columns with data from 'Number', 'Date', 'Checkbox' and 'Plain Text (Short)' custom fields can be used to sort the submittals list. See Search for and Filter Submittals. Note that columns for custom fields are hidden by default. See Customise the Column Display in the Submittals Tool for information about showing, hiding and rearranging columns in the submittals list.
NEW OPTIONS TO GROUP OR FILTER SUBMITTAL REPORT DATA BY 'LEAD TIME' (05/03/2021)
Users can now group or filter submittal report data by 'Lead Time' in custom company or project reports created in the Company level or Project level Reports tools. See Create a Custom Company Report and Create a Custom Project Report.
ADD MARKUPS AND PERSONAL STAMPS TO SUBMITTAL PDF ATTACHMENTS IN PROCORE (09/02/2021)
Procore has released updates to the PDF viewer in the project's Submittals tool that allow users who have the current Ball In Court responsibility for a submittal to add markups to the submittal's PDF attachments in the Procore web application. See Review Submittal PDF Attachments. Users can also upload one or more personal stamps that can be used in addition to the markup tools provided by Procore. See Manage Personal Submittal Markup Stamps.
NEW SUBMITTAL CONFIGURATION SETTING FOR SUBMITTAL ATTACHMENTS SENT IN PROCORE EMAILS (09/02/2021)
Procore has added a configuration setting in the project's Submittals tool to allow submittal attachments (added in the submittal's General Information or in a workflow step) sent in Procore emails to be downloaded without requiring email recipients to log in to Procore. If the setting is configured to allow recipients to download the attachments without logging in to Procore, the submittal attachment download links will expire after 14 days from the notification email's sent date. See Configure Settings: Submittals Tool.