Submittal Action page
This page shows the details of a contract management workflow action taken on a submittal.
Action is the type of action performed. Types of submittal actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.
The following list contains all available fields for all of the types of submittal actions. Each submittal action contains a different subset of these fields.
The subject of the submittal.
The recipient of the current submittal action. Select the link to open the Contact Information dialog box.
Any other contacts included in the submittal action.
The contact who assigned the submittal action.
The ID number of the submittal.
The ID the sender gave to the submittal.
The purpose of the submittal.
The ID number of the submittal's corresponding transmittal.
The date the relevant action occurred.
The method used to transfer the submittal.
When a response to the submittal is due.
This tab contains any remarks entered for the item. An asterisk (*) indicates that remarks are included with the item.
This tab lists any electronic files included with the item. An asterisk (*) indicates that files are included with the item.
Download All Contents
Select to download all of the transferred files at once. You have the option of opening the files or saving them.
Download Selected Contents
Mark the checkboxes of the folders or files you want to download, then select this button to download them. You have the option of opening the files or saving them.
Configure Cloud Delivery
Opens the Configure Cloud Delivery dialog box and allows you to configure Info Exchange to download file transfers to your cloud storage account. For more information, please see the Cloud Delivery overview.
The name of the file.
The file type.
The size of the file.
The date the file was last modified.
Files that appear on the Files tab also appear as a transfer on the Related Items tab.
This tab lists the contents of the action.
The quantity of the item included with the action.
The date the item was received.
The item number.
The item description.
Any action taken for the item.
Any remarks entered about the item.
Email Log tab
This tab lists all email messages associated with the item.
The icon indicates the email message is marked as important.
The icon indicates the email message contains an attachment.
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Displays the first part of the email message.
Displays the original sender of the email.
Displays the recipient list for the email.
Displays the original sent date for the email.
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
The following tools are available in the Submittal Action page toolbar.
Submittal: <Submittal name>
Select to return to the Submittal page.
This option is only available to Project Center (internal) users.
Select to return to the My Submittal Actions log.
Internal users are returned to the Submittals log.
Select to open the Send Submittal Response page to send a response to a submittal.
Markup and Respond
Select to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.
Select to open a printable version of this page.
To access this page
Select a submittal action from the My Submittal Actions log, or an action from the Workflow tab of a Submittal page.
If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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