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Procore Support (en-au)

Edit a Submittal

Objective

To edit an existing submittal using the project's Submittals tool. 

Things to Consider

  • Required User Permissions:
    • To edit a submittal that you created:
      • 'Read Only' or 'Standard' level permissions on the project's Submittals tool with the 'Create Submittal' granular permission enabled on your permissions template.  Note: The submittal status must be 'Open'.
        OR
      • 'Admin' level permissions on the project's Submittals tool.
    • To edit a submittal that you did not create: 
      • 'Standard' level permissions on the project's Submittals tool and designated as the Submittal Manager
        OR
      • 'Admin' level permissions on the project's Submittals tool.
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
  2. Locate the submittal to edit. See Search and Filter Submittals.
  3. Click Edit
  4. Update the information as you want:
  5. Do the following:
    • Click Update to save changes without sending an email notification. 
      OR
    • Click Update & Send Emails to save changes and send an email notification to members of the submittal workflow and distribution list. 

See Also

 

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