Submittals - Tutorials

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Web
iOS
Android

Submittals

Create a Submittal
Edit a Submittal
Perform Bulk Actions on Submittals
Apply a Submittal Workflow Template to a Submittal
Add a Submitter or Approvers to the Submittal Workflow
Remove a Submitter or Approver from the Submittal Workflow
Add Related Items to a Submittal
Mark a Submittal as Private
Upload and Submit a Submittal
Respond to a Submittal as an Approver
- Forward a Submittal for Review
Respond to a Forwarded Submittal as a Reviewer
Change the Ball in Court on a Submittal
Edit a Submittal Response
Distribute a Submittal
Create a Submittal Revision
Redistribute a Submittal
Close a Submittal
Delete a Submittal
View a Submittal

Submittal Packages

Create a Submittal Package
Edit a Submittal Package
Bulk Edit Submittals in a Package
Send the Submittals in a Package for Review
Resend the Submittals in a Package for Review
Respond to an Action Required Email for a Submittal Package as an Approver
Bulk Review the Submittals in a Package
Distribute the Submittals in a Package
View a Submittal Package
Export a Submittal Package
Delete a Submittal Package

Configuration Tasks

Configure Settings: Submittals Tool
Create Custom Submittal Log Statuses
Create Custom Submittal Types
Designate the 'Default Submittal Manager' for the Submittals Tool
Manage Submittal Workflow Templates
Manage Custom Submittal Responses
Enable Submittal Schedule Calculations
Customize the Column Display in the Submittals Tool
Resize the Column Width in the Submittals Log

PDF Markup

Manage Personal Submittal Markup Stamps
Rename a Submittal PDF Attachment
Review Submittal PDF Attachments
View Submittal Attachments

Reporting

Create a Custom Submittals Report
Delete a Custom Submittals Report
Download an Open Submittals Report
Edit a Custom Submittal Report
Export a Custom Submittals Report
Export the Submittal Log
Share a Custom Submittal Report
View the Submittal Approvers Response Time Report

Other Tasks

Download a Submittal's Attachments
Export a Submittal
Generate a QR Code for a Submittal
Generate Submittals from Specifications (Submittal Builder)
Switch Between Submittals Views
Search and Filter the Submittals Log
Retrieve a Submittal from the Recycle Bin
Perform a Submittals Import (Procore Imports)
Update the Submittals Import Template
Send a Completed Submittals Import Template to Procore

Procore + Bluebeam Integration

Bluebeam

Download Submittals Attachments (iOS)
Email Submittals (iOS)
Scan a Submittal QR Code (iOS)
Search for and Filter Submittals (iOS)
View Submittal PDF Attachments (iOS)
View a Submittal (iOS)

Download Submittals Attachments (Android)
Email Submittals (Android)
Filter Submittals (Android)
Scan a Submittal QR Code (Android)
Search Submittals (Android)
Share Submittal Attachments (Android)
View Submittal PDF Attachments (Android)
View a Submittal (Android)