Review and distribution

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.

Project TeamDesktop WebVerified July 24, 2026

Best for: Submittal administrators · Requires: Write access; deletion has separate permissions.

  • Move to Draft is available from Open.
  • Move to Open is available from Draft or Done.
  • Move to Done is available from Draft or Open.
  • Delete Submittal cancels the record and removes it from normal use.

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.

Only the latest revision can be deleted. The delete confirmation states the action cannot be undone.

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