Send Submittal page
Use this page to send a submittal via Info Exchange.
Send Submittal
Sender ID
Enter an ID number for the submittal.
Subject
Enter a subject for the submittal.
To
The recipient of the submittal. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.
CC
Any additional recipients of the submittal. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.
Action
The action taken on the submittal. Click the drop-down arrow to select an action.
Spec Section
The specification section to which the expected submittal is related. Click the drop-down arrow to select a spec section.
Remarks
Enter any remarks for the submittal.
Reminders
Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the submittal. Mark the appropriate checkboxes to have the reminder sent to you, to the recipients, or to both. Once you select an option, you can select the date when the reminder will be sent. If neither checkbox is selected, no reminders are sent.
Reminders to internal project team members are sent daily per project. Reminders to external project team members are sent once. For example, if an external project team member has not downloaded a file transfer, and reminders are set for that file transfer, the external project team member will get only one reminder, on the reminder date.
Files
Use this area to add files to the submittal.
Add File
Click to open the Choose File to Upload dialog box and select a file.
To add additional files, click the Add File button again to select another file.
Send Submittal
Click to send the submittal response and return to the Submittals log.
To access this page
You can access this page in the following ways:
● Click Send Submittal from the Submittals log.
● From the menu bar, click Send > Submittal.
If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.