Issue submittals

Summary: Issue a submittal to the issued to company to inform them that a deliverable is due.

Considerations: You can issue a submittal before or after saving. If you issue a submittal before saving, Document automatically saves it before issuing.

1. From the Details page for a submittal, click Issue. A Generate transmittal window opens.

2. Optionally, click Request read receipt if you want to be notified of when the submittal was read by the recipient.

3. Enter a message to the recipient.

   The administrator can control whether the Message field is required in the Mandatory fields configuration table.

4. Optionally, verify the deliverables or documents and the recipients. If the information is not correct, you must go back to the submittals Details page to fix it.

   • If the project uses deliverables, go to the Deliverables tab to verify the deliverables and the Recipients tab to verify the recipients.

   • If the project does not use deliverables, go to the Documents tab to verify the documents and the Recipients tab to verify the recipients.

   Return to the Details tab.

5. Click Send. A transmittal is generated and sent to the users at the issued to company.

The issued to company can submit deliverables. You can track the transmittal on the transmittal History tab. If you have mistakenly issued the submittal, you can cancel it.

Summary: You can issue submittals in bulk when you have multiple submittals and you want to issue them in one action instead of individually.

Considerations: You can also assign or define the issued-to company in bulk.

1. From the Submittals register, select the submittals that you want to issue.

2. Click Issue submittal.

   

   The Bulk issue submittals dialog box opens.

3. Review the information in the dialog box. You can make the following changes if necessary:

   • Change the issued-to company

   • Change the issued-to user

   • Apply the first line to all submittals

   

4. Click Issue. The Generate transmittal dialog box opens.

5. Add a message. If you want a read receipt, click Request read receipt.

6. Click Send.

Summary: If you have mistakenly issued a submittal, you can cancel it.

Considerations: When you cancel the submittal, the record is locked, and you cannot edit information or upload deliverables.

1. From the register, select the submittal.

2. Expand the Actions menu, and then select Cancel.

3. At the prompt, specify whether the issued-to company is notified that the submittal has been canceled. Click Save.

The canceled submittal is omitted from the register. If you want to see cancel submittal, select the Show canceled submittals check box in the Filters slide-out panel, and then click Apply.