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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 appears and indicates the number of submittals in the package that can be resent for review.
  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.