View a Submittal
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Objective
To view a submittal.
Things to Consider
- Required User Permissions:
- To view a submittal not marked 'Private', 'Read Only' level permissions or higher on the project's Submittals tool.
- Additional Information:
- A 'Private' submittal is only visible to the 'Submittal Manager', users added to the submittal workflow, members of the distribution list and users with 'Admin' level permissions to the project's Submittals tool.
- Users with the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permission template can view a submittal marked 'Private' if another user in their company is the submittal's creator or is designated as the Submittal Manager, a Submitter, an Approver or a Distribution List member.
- A 'Private' submittal is only visible to the 'Submittal Manager', users added to the submittal workflow, members of the distribution list and users with 'Admin' level permissions to the project's Submittals tool.
Steps
- Navigate to the project's Submittals tool.
- Click View next to the submittal you want to view.
- View the following information:
- Submittal Workflow
This section includes attachments added to the submittal's 'General Information' when the submittal was created or edited. This section also details the submitters and approvers on the submittal. It also shows their official response, comments and attachments that may have been added with their response. See Add Reviewers to the Submittal Workflow. - General Information
This section includes all of the pertinent information about the submittal. For field information, see Add General Information. - Submittal Schedule Information
This area details all of the important dates related to the submittal. For field information, see Calculate Submittal Schedule Information (If Enabled). - Delivery Information
This area details the on-site delivery information. For field information, see Update the Delivery Information. - Revision History. If any revisions have been created, click the arrow next to Revision History. This reveals the Revision Number, Title, Date Created, and Status. You can also click the PDF icon to download a copy of any listed revision. See View the Revision History of a Submittal.
- Submittal Workflow
- Optional: To generate a PDF summary of the submittal's information, see Export a Submittal.