Submittal Statuses

Learn about the Status of Submittals.

The following list of statuses designates the responsible party for a Submittal Item:

• DRAFT: Only Submittals that are imported from an Excel spreadsheet display in DRAFT status. Submittal Managers are the only ones that can import spreadsheets and view Submittals in the DRAFT status.
• REQUIRED: New items created by Submittal Managers are initially in the REQUIRED status. Submittal Managers and the assignee can see Required Submittals. The responsible party puts together the desired item. Once complete, submit the item to a Submittal Manager.
• OPEN: Remains the status as the item is put into a package and the package is reviewed.
• CLOSED: Is the status of an item that has been approved or approved as noted. Managers close and distribute Submittal Items. Closed Submittal Packages can be re-opened.

See Bulk Actions on Submittal Items for information about status-specific actions that can be performed on multiple submittals.