Closing and distributing a submittal

Best for: Submittal managers and document control · Requires: Submittal write access.

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.

1. Select Close and Distribute Submittal. If already Done, the label is Distribute Submittal; after a distribution it is Redistribute Submittal.
2. Choose source and approver attachments. Selected attachments appear at the top of the closed submittal for download.
3. Select Continue to Step 2: Distribution.
4. Review recipients. The responsible contractor and external subscribers or approvers are preselected.
5. Continue to review.
6. Set Official Status.
7. Review Send email, recipients, subject, body, and attachments.
8. Select Close and Distribute, or clear Send email and select Close.

Distribution moves the record to Done, records the official status and selected documents, and stamps selected documents for the distribution where supported. Redistributing creates another distribution record; it does not erase the prior one.

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