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How to View Submittals (As a Stakeholder)

< 1 min read

Open the project from “My Contracts” and go to the “Submittals” tab:

Submittals (Left Column)

  • This column displays all contractor submittals and their status:

  • Any submittals in review (blue) require your response.
  • The โ€˜Ball in Courtโ€™ tab shows the person or role responsible for the next action
  • Submittals rejected by your company will appear at the bottom

Submittal Requests (Right Column)

In this column you will see all submittal requests created by your company:

  • Grey indicates the request has not been sent to the contractor
  • Purple indicates you have sent the request to the contractor (waiting for contractor to submit)

Once the contractor creates a submittal:

  • The status will turn blue, indicating the submittal is ready for you to review
  • The submittal will now appear under the โ€˜Submittalsโ€™ column on the left, where it can be reviewed and responded to:

To learn how to respond to a submittal, click here.

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