Complete resubmittals

If the managing company rejects a document from the holding area or following a document review, they can request a resubmittal. If the managing company wants you to resubmit a document, you will receive a transmittal notification. Complete the resubmittal by following these steps:

If the managing company rejects your document, they request a resubmittal. You can then fix problems or answer questions and resubmit the document.

If the document is rejected from the holding area, the document status is Rejected.

  1. Open the transmittal notification, and then click the link to the submittal. The Submittal Details page opens.

  2. Click the Deliverables tab to see the list of deliverables.

    Deliverables that have rejected documents are marked with a red warning triangle.

  3. Click the Documents icon to see the documents that require resubmittal.

    Rejected documents are marked with a red warning triangle, and the Submission status and Review Status/Reason columns are in red text.

  4. Click the Update file icon next to the rejected document.

  5. Open the document, and update it as requested. Save the document.

  6. From the Deliverables list, click the Add files icon for the deliverable entry to upload documents for the deliverable.

  7. Add one or more files from Microsoft Windows Explorer, and then click Save. The revision field is automatically updated to the next revision, but you can edit it if required.

  8. Click Back to: Deliverables to return to the Deliverables view. The Pending documents column shows the number of documents that have been uploaded but not submitted.

  9. Select the deliverable. The Submit document button is updated with the number of documents that have been uploaded but not submitted.

  10. To submit documents, choose one of the following:

    • Click Submit document if you plan to submit more deliverables later

    • Click Submit documents and complete if you have all of the deliverables

  11. Enter a message to the recipient, and then click Send. A transmittal is created for the managing company. The Submission status and ReviewStatus/Reason columns are updated to Submitted. The documents are uploaded based on the project upload rules. If you selected the option to complete, the submission is complete, and you can no longer upload new documents.

The managing company can review, reject, or start the formal review workflow for the document.