Send a Submittal      

Perform the following steps to create and send a submittal from Info Exchange.

To send a submittal from Info Exchange

1.     If you are not already there, go to the Submittals log by selecting View > Contract Management > Submittals from the menu bar.

2.     Select Send Submittal to open the Send Submittal page, shown here:

3.     Enter an ID and subject for the submittal in the Sender ID and Subject fields.

4.     Select To and/or CC to open the Select Project Team Members as Recipients dialog box. Mark the checkboxes of the team members you want to send the submittal to. Select OK.

5.     Select an Action from the drop-down list.

6.     Select the Spec Section that applies to the submittal from the drop-down list.

7.     Enter a detailed message in the Remarks field.

8.     Choose a daily reminder option:

        Mark the checkbox Send notification to me to have Info Exchange send you a notification if the recipient has not downloaded the submittal.

        Mark the checkbox Send notification to recipients on to have Info Exchange send a notification to the recipients if the recipients have not downloaded the submittal by the date indicated.

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.

Safari users: By default, the Safari browser blocks the Calendar Control. To run this control, either click Edit and clear Block Pop-up Windows, or press Ctrl+Shift+K.

9.     Select Add Files to add files to the submittal. Alternately, you can drag and drop files to the Drag-and-Drop Files Here box in the Files section of the page.

If you are sending a drawing file that contains external references, you must include the externally referenced files along with the original drawing.

10.  Select Send Submittal to send the submittal via Info Exchange.


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