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Procore

Resend the Submittals in a Package for Review

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Objective

To resend the submittals in a submittal package to approvers for review. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Submittals tool.
  • Addtional Information:
    • When users send or resend submittals in submittal packages for review, the system sends emails with the following subject lines:
      • 'Action Required For Submittals in Package'. This email is sent to members of the submittal workflow to alert the Ball in Court person that a response is required.
      • 'Submittals Sent For Review in Package'. This email is sent to each submittal's manager and distribution list members.
  • Prerequisites:

Steps

  1. Navigate to the Project level Submittals tool. 
  2. Navigate to the Packages tab.
  3. Click View next to the package with the submittals you want to resend.
    A banner displays and indicates the number of submittals in the package that can be resent for review.

    submittals-resend-package.png
     
  4. If you want to send all of the submittals that are ready for review, click Resend Now in the banner.
    • The system sends an 'Action Required For Submittals in Package' email to members of the submittals' workflows to alert the Ball in Court person that a response is required.
    • The system sends a 'Submittals Sent For Review in Package' email each submittal's manager and distribution list members.
    • A green confirmation banner displays to confirm the emails were sent.