Send Multiple Submittals for Review

You can send multiple submittals for review to send them to the approver by going to Projects > Submittals > Actions > Send for Review. By sending the submittals for review, you are indicating that you have reviewed the contents. This is the third step in the submittal process.

Before you send a submittal, you may want to:
When you send multiple submittals for review at one time, they all have the same approver. If you need to send the submittals to different approvers, you have to send 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 send for review.
  4. Click the Actions button and select Send for Review.
    The Bulk Send Submittals for Review window appears.
  5. In the Approver field, the person assigned to approve the submittal is displayed. If needed, select a different approver.
    Note: Enter the first few letters of the contact's name to filter the list.
  6. In the Additional Approvers field, select any additional people who need to approve the submittals.
  7. In the CC field, enter any additional people whom you want to see the submittals.
    These contacts can:
    • View the submittal
    • Receive notifications
    • Add comments
  8. In the Comment field, enter any comments or notes for the reviewer.
  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 approver and any additional people you selected to receive copies.