- Open the draft submittal. Drafts are on the Draft tab of the submittal list.
- Check that its approval workflow is set up and its files are attached.
- Click Open & Send Email at the top of the page.
The submittal becomes Open, its Sent date becomes today, and the message Package sent; it is now with the reviewer. appears.
You can also send it from the Revisions tab: under Send to the reviewer, set the Sent and Required back dates and click Send.
Who is emailed
- To: everyone on the workflow steps who has an email address in the directory.
- CC: the submittal manager and the people at the responsible contractor.
Important
The email only goes out if at least one person on the workflow has an email address. If you send a submittal before adding any steps, nobody is emailed.
The email is listed on the submittal's Emails tab, with whether it's Queued, Sent, Failed or Held.
Good to know
- The email is sent once, when the draft becomes Open. Adding steps afterwards doesn't send it again.
- Sending an already-open submittal again from the Revisions tab only changes its dates. Nobody is emailed.