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- https://en-ca.support.procore.com/faq/what-is-an-advanced-search-symbol-in-procoreIn Procore's search, an advanced search symbol is a character that can be added to a search keyword or phrase to make it more specific or expand the scope of the search term. For example, in the Proje...In Procore's search, an advanced search symbol is a character that can be added to a search keyword or phrase to make it more specific or expand the scope of the search term. For example, in the Project level RFIs tool, typing "door*" in the Search field would return search results that might include door, doors, doorframe, doorframes, and doorway where as typing "door" would only return search results that would include the exact word "door".
- https://en-ca.support.procore.com/products/online/user-guide/project-level/submittals/tutorials/designate-the-default-submittal-manager-for-the-submittals-toolHowever, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permissio...However, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager).
- https://en-ca.support.procore.com/faq/what-is-the-submittal-manager-roleHowever, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permissio...However, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager).
- https://en-ca.support.procore.com/faq/what-happens-to-existing-submittals-when-dynamic-approver-due-dates-is-enabledAfter the 'Dynamic Approver Due Dates' setting is enabled, the due dates on existing submittals with open workflows (i.e., those with 'Pending' responses) will be automatically updated when the Ball-I...After the 'Dynamic Approver Due Dates' setting is enabled, the due dates on existing submittals with open workflows (i.e., those with 'Pending' responses) will be automatically updated when the Ball-In-Court responsibilities shift to the next steps in the workflows. The system will adjust the due dates on existing submittals with open workflows based on the default number of days entered in the Submittals Configure Settings page.
- https://en-ca.support.procore.com/faq/what-does-each-column-in-the-submittals-log-representThe 'Submittals Log' is the table that is visible in each of the project's Submittals tool's views. An example of the submittals log as it appears in the Items view is shown below. By default, each vi...The 'Submittals Log' is the table that is visible in each of the project's Submittals tool's views. An example of the submittals log as it appears in the Items view is shown below. By default, each view of the log displays the following columns of information: See Also Create a Submittal Switch Between Submittals Views If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page .
- https://en-ca.support.procore.com/faq/why-cant-i-delete-items-in-procoreAnswer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bi...Answer Deleting an item in Procore would be permanent, making it appear as if the item had never existed. While most items cannot be deleted in Procore, they can either be moved to a tool's Recycle Bin or changed to a status of Closed, Obsolete, Void, or Inactive. This ensures the historical record for your project remains accurate and intact for security and legal reasons. See Also What is Procore's Recycle Bin?
- https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-configurable-fieldsetsHow to delete fieldsets from the Company level Admin page.
- https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-configurable-fieldsets-from-projectsHow to remove configurable fieldsets from one or more projects in Procore.
- https://en-ca.support.procore.com/faq/how-can-i-email-a-submittal-so-people-can-reply-through-emailAnswer If you want to email a submittal to other Procore users, you can open a submittal in view mode and click the Email button. This initiates a new communication thread for the submittal item. When...Answer If you want to email a submittal to other Procore users, you can open a submittal in view mode and click the Email button. This initiates a new communication thread for the submittal item. When you click the Email button, the system lets you designate your desired recipients. In addition, the system captures all email exchanges in a communication thread in the Email tab of the submittal. For details, see Forward a Submittal by Email. See Also Forward a Submittal by Email
- https://en-ca.support.procore.com/products/online/user-guide/project-level/specifications/tutorials/generate-submittal-logHow to automatically generate your submittal log from specifications in your Specifications tool.
- https://en-ca.support.procore.com/products/online/user-guide/project-level/submittals/best-practices-submittals/best-practices-submittal-importsThis page describes recommended best practices for using Submittal Imports.