Newforma Info Exchange Tenth Edition Help  

 

Send an Expected Submittal page

Use this page to send an expected submittal via Info Exchange.

Send an Expected Submittal

Submittal ID

The ID number of the submittal.

Sender ID

If desired, enter an additional ID number for the submittal.

Subject

The subject of the expected submittal. By default, the submittal subject is filled in, but you can edit the field as needed.

To

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

CC

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

Action

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

Spec Section

The specification section to which the expected submittal is related. By default, the spec section selected by the sender of the expected submittal is selected. Click the drop-down arrow to select a different spec section.

Remarks

Any remarks entered for the expected submittal. Enter any additional remarks as needed.

Reminders

Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the expected submittal. 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 expected submittal.

Add File

Click to open the Choose File to Upload dialog box and select a file.

To add additional files, click the Add File button again to select another file.

Send Submittal

Click to send the submittal response and return to the My Submittal Actions log.

 

To access this page

Click Send from the Expected Submittal page.

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