Approve Multiple Submittals

You can approve multiple submittals at once to indicate that you have reviewed the contents and approve them for the project by going to Projects > Submittals > Actions > Approve. This is the fourth step in the submittal process.

Before you approve a submittal, you may want to:
When you approve multiple submittals at one time, they all have the same approver. If you need to send the submittals to different approvers, you have to sent them separately.
Note: The names of the fields, actions, and states for submittals may be different in your instance of Viewpoint Team, because they can be customized by the system administrator. For example, your organization might use "Grant" instead of "Issue". In this case, you would click the Grant button to send the submittal to the submitter and the state would change from Draft to Granted.
  1. From the home page, under Projects, click on the name of the project you want to open.
    Alternatively, click in the upper left-hand corner, click Projects, and then click the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Submittals tab.
  3. Select the check box for each submittal you want to submit.
  4. Click the Actions button and select Approve.
    The Bulk Approve Submittals window appears.
  5. In the Response field, select a status code, or type in a new status code and click New Status Code.
  6. In the Reviewer field, the person assigned to review the submittal is displayed. If needed, select a different reviewer.
    Note: Enter the first few letters of the contact's name to filter the list.
  7. (Optional) In the Additional Reviewers field, you can select additional reviewers for the submittal. Additional reviewers can respond to the submittal but cannot change the state of the submittal.
  8. In the Comment field, enter any comments or notes about your approval.
  9. The Notify Recipients check box is selected by default. If you do not wish to send email notifications to all the indicated recipients, you can clear this check box.
  10. Click Send.
The submittals are sent to the reviewer for release and the ball-in-court status is updated.