Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to enable your Submittals defaults, users will need Manage permissions for Projects
Project Level Submittals Default Settings
Simplify your Submittals creation process by enabling your default settings.
Default Due Date
Under the Submittals tab in your Project Settings,
Check the "Enable default due dates" box
Set the default due date timeline by entering the number of days allowed between the Submittal's creation date and the date that it's due. Once entered, save your settings by clicking "Save"
Default Workflow
To enable your default workflow for Submittals:
Check the "Enable default workflow" box
Add any Responses (Reviewer/Approver) you wish to include in the workflow
Add the users you want to assign to Reviewer(s) or Approver
Add the number of days you want to give each Reviewer/Approver to respond
Click on "Save" to save your new settings.
