Close a Submittal

You can close a submittal to indicate that it is no longer needed on the project by going to Projects > Submittals > More > Close.

You might close a submittal when the project design is changed and a spec is voided. Once the submittal is closed, its visibility is automatically updated to visible, allowing the project team to see it. A project editor can change the visibility back to private, if needed, and also Reopen a Submittal.
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. Click on the submittal number for the submittal you want to work with.
    Note: The submittal number appears in blue text and becomes underlined when you mouse over it.
    The Submittal page appears.
  4. Click the More button and select Close.
    The Close Submittal Item 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 Comment field, enter any notes or comments about why you are closing the submittal.
  7. (Optional) if you wish to modify the Standard Distribution Language that will appear when the submittal is closed, you can click Edit and modify the text as needed.
  8. 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.
  9. Click Send.
The submittal is closed and the submittal process is stopped.