Submittals Permissions

This page explains how to effectively assign and manage submittal permissions.

Add Member, Role or Company as Submittal Manager

The primary subcontractor is responsible for submitting the documents or materials for approval.

The Submittal Manager (typically, General Contractor) is responsible for:

Creating items and assigning them to the responsible contractor
Creating packages
Assigning items to the reviewer
Defining review steps for every item / creating review workflow
Sending the item to review
Review on behalf of other reviewers (if needed)
Set final response and select final response attachments when closing and distributing the item

The reviewer (typically, the Architect) is responsible for reviewing and approving or rejecting the submittal.

Important: Once all required reviewers respond in a given step submittal item moves to the next step.

Engineers and consultants asked for review/feedback.

Note:

Required and Optional Reviewers can respond and add attachments.

Various stakeholders receive notifications on status changes.

Note:

	Responsible Contractor	Manager	Reviewer	Watchers	Project Administrator
Add Attachments
Add Comments
Assign to Responsible Contractor
Submit to Manager
Submit for review
Provide Review Response
Provide Final Response
Create Revisions
Close Submittals
Set VOID Status
Import Items