Send Submittal page

Use this page to send a submittal via Info Exchange.

Send Submittal

Sender ID

Enter an ID number for the submittal.

Subject

Enter a subject for the submittal.

To

The recipient of the submittal. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

CC

Any additional recipients of the submittal. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

Action

The action taken on the submittal. Click the drop-down arrow to select an action.

Spec Section

The specification section to which the expected submittal is related. Click the drop-down arrow to select a spec section.

Remarks

Enter any remarks for the submittal.

Reminders

Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the item. Mark the appropriate checkboxes to have the reminder sent to you, to the recipients, or to both. Once you select an option, you can select the date when the reminder will be sent. If neither checkbox is selected, no reminders are sent.

Reminders to internal project team members are sent daily per project. Reminders to external project team members are sent once. For example, if an external project team member has not downloaded a file transfer, and reminders are set for that file transfer, the external project team member will get only one reminder, on the reminder date.

Files

Use this area to add files to the item.

Add Files

Select to open the Choose File to Upload dialog box and select files to transfer.

Remove All Files

Select to remove all files from the transfer.

Drag-and-Drop Files Here

Drag and drop files from Windows to this box to add them to the transfer.

Send Submittal

Click to send the submittal response and return to the Submittals log.

 

To access this page

You can access this page in the following ways:

        Click Send Submittal from the Submittals log.

        From the menu bar, click Send > Submittal.

If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

 

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