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 Close Submittals, users will need Manage permissions for Submittals
This guide will walk you through the steps to close a submittal in SiteMax.
How to close a Submittal?
1. Completing the Submittal Workflow
As the submittal manager, ensure that the entire submittal workflow is completed and all necessary parties have responded to the submittal.
Verify that all required actions, such as reviews and approvals, have been carried out.
2. Closing the Submittal
Once the submittal workflow is finalized, navigate to the submittal details page.
At the bottom of the page, you will find the "Close Submittal" button. Click on this button to initiate the closing process.
Note: The submittal manager has the authority to close a submittal at any stage of the submittal approval process.
3. Reviewing and Selecting the Final Response
Before closing the submittal, the submittal manager will have an opportunity to review the submittal and select the final response to be distributed.
Access the submittal PDF and carefully examine its contents and the responses received.
Choose the most appropriate final response based on the submittal's requirements and the stakeholders' feedback.
Note: It is mandatory to select at least one response before proceeding.
4. Distributing the Final Submittal
After selecting the final response, the submittal manager can proceed to distribute the submittal and its associated responses.
Click on the "Distribute" button to initiate the distribution process.
5. Adding Recipients to the Distribution List
The submittal manager has several options for adding recipients to the distribution list:
Input email addresses of individuals who should receive the final submittal.
Select users from the user list who need to be included in the distribution.
Choose contacts from the contact list who should receive the final submittal.
6. Sending the Final Submittal
Once the distribution list is finalized, the submittal manager can send out the final copy of the submittal to the designated recipients.
The submittal will be shared with the selected individuals, marking the completion of the submittal workflow.
Note: The submittals module is available for SiteMax's power instances. If you are interested in using the module, please contact your CSM or chat with us!