Review deliverables

After you receive documents from the issued to company, with or without deliverables, you can view them to verify that they are complete. You receive a notification that the deliverables or documents have been submitted. Newly submitted documents show in the Submittals register and deliverables tab with a yellow exclamation point icon.

Follow these steps to review deliverables. You can also go to the Review or Release register to review or release documents assigned to you in your queues.

View a deliverable

View a deliverable to see if the issued to company has sent the requested information.

Documents are uploaded based on the project upload rules.

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

  2. Go to the Deliverables tab, and then click the Documents icon to see the documents.

  3. View the documents to verify the applicable documents have been submitted.

After you have looked over the documents, you can process or reject them from the holding area or initiate a document workflow from the Review or Release register.

View documents

View documents when they are delivered directly against the submittal.

These steps describe how to access documents for review when they are delivered against a submittal rather than in a deliverable. If your project uses deliverables, see the View a deliverable step-by-step.

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

  2. Go to the Documents tab, and then click the View icon next to a file name to view it.

  3. View the document to verify it.

After you have looked over the documents, you can process or reject them from the holding area or initiate a document workflow from the Review or Release register. After you have reviewed the document, you can click the yellow exclamation point icon in the Submittals register or Deliverables tab to remove the icon.

When a document on the submittal Documents or Deliverables page (depending on whether deliverables are disabled for the project) has a review status of Awaiting Review/Release, you can go to the Review or Release register without exiting Submittals.

To go to the Review or Release register, expand the Actions menu, and then select Review documents or Release documents.

The Review or Release register opens with a filtered view that shows the documents in your review or release queue, so you do not have to search for them.