Self-performing mode

You can self-perform submittal tasks on draft submittals for internal teams or on behalf of a subcontractor. Self-performing mode lets the managing company move the submittal out of draft state and close out without having to issue the submittal. When self-performing mode is not used, you cannot perform submittal tasks, such as uploading a document, unless the submittal is issued.

A submittal manager must first activate self-performing mode by switching the Activate self performing mode toggle at the top of the Submittal Details page to On. A confirmation box asks you to confirm that submittal managers can move the submittal out of Draft status without issuing it.

To self-perform submittal tasks, change the status of the submittal to a status other than Draft, and then save it.