16 articles

Submittals Help

Manage packages, approval stages, revisions, responses, distribution, and reporting.

Quick reference

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The 60-second submittal model

Draft → Open → Sequential approval stages → Done → Distribution → Optional revision

Statuses, stages, and ball-in-court

Approvers can choose Reviewed, No Exceptions Noted, Approved As Noted, Revise And Resubmit, Rejected, or Submitted. An individual response does not directly determine the submittal's status. Once the stage meets its approval condition, ball-in-court advances to the next stage.

Permissions, package, and platform availability

Submittals require the Project Management package and View submittals access.

Troubleshooting submittals

The record must be Draft and you need submittal write access. Limited draft permission does not grant the full approval workflow.

Setup and creation

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Understanding the submittal lifecycle

Use a submittal when documents need a clear path from initial submission through review, approval, and distribution. It keeps due dates, sequential decisions, the formal result, and every revision connected.

Configuring submittal settings and templates

Set up project defaults when your team uses the same numbering, managers, or review paths repeatedly. Open Submittals, then the settings action. Project settings can include:

Creating and opening a submittal

Create a Draft when you want to assemble the documents and approval path before notifying approvers. Opening the submittal makes that review path active.

Building approval stages

Each stage needs at least one approver before it can be completed. Once a stage has responses, you cannot delete it. Later stages cannot begin until the current stage is complete.

Managing overview information, documents, and comments

Use the Overview area to give reviewers the scope, ownership, and timing they need: title, description, spec section, type, package, manager, contractor, due dates, and subscribers. Use Documents for the files being reviewed. Approvers can add response documents, and the manag...

Review and distribution

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Finding submittals and ball-in-court

Use the panel, table, or Inbox view to find work by status, due state, manager, contractor, type, package, or spec section. The Inbox helps you focus on submittals that are relevant to you.

Responding to an approval stage

Respond when the submittal is in your stage and you have completed your review. Your selection, comments, and documents become part of the approval history.

Closing and distributing a submittal

Close and distribute the submittal when review is complete and you are ready to issue the official result. Before finishing, confirm the documents, recipients, and Official Status that should appear in the record.

Creating and managing revisions

Select Revise and Resubmit on a non-Draft record. Constructable creates a linked Draft with the same title, manager, spec section, and package context. Complete documents and stages on the new revision, then open it.

Changing status and deleting

Changing the status directly does not send the approval or distribution notifications sent by Open Submittal and Close and Distribute Submittal. For the usual workflow, use those guided actions.

Reporting and connected work

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Downloading, reporting, and bulk editing

Bulk status changes do not perform the guided opening or distribution steps. A PDF captures the submittal at that moment, so generate it again after responses, documents, or distribution change.

Using submittals on drawings, in meetings, and on mobile

Submittals can be linked to drawing topics. Meetings can include a smart Open Submittals section that adds open submittals until the meeting is finished. Starting the meeting removes completed smart items from that agenda copy without deleting source submittals.