Bulk Review Submittals in a Package

Objective

To bulk review the submittals in a submittal package when the submittal workflow framework is enabled for use with the Project level Submittals tool.

Required User Permissions:
- 'Standard' level permission or higher on the project's Submittals tool.
  AND
- To see the 'Review Submittals' button on the submittal package, you must be the Ball In Court person on at least one (or more) of the submittals in the package.
  AND
- To provide a response to a submittal in a package, you must be the Ball In Court person on the submittal.
Prerequisites:
- Complete the steps in Create a Submittal Package.
- Complete the steps in Send the Submittals in a Package for Review.

Navigate to the project's Submittals tool.
Click Packages.
Locate the desired submittal package and click View.
Click Review Submittals.
Note: This button is only visible if you are the Ball In Court person on all the submittals in the package.
Click the arrow to expose review options for each submittal in the package.
In the 'Your Response' area, do the following:
- Response. Select a response for the submittal item from this list. See What are the default submittal responses in Procore? and Manage Custom Submittal Responses.
- Comments. Enter any helpful text or instructions in the text box.
- Attach File(s). Click Attach File(s) to open your computer's file selection screen, or drag and drop files into the area.
Repeat steps 5 and 6 above for each submittal item.
Note: For each submittal, Procore sends an automated email notification to the next reviewer assigned to the submittal workflow if using sequential approval.
This notifies the user that their action is required. This individual is designated as the 'Ball In Court' person.
When your review is complete, click Finish Reviewing.