Submit Multiple Submittals

You can submit multiple submittals after you have added the required information to have it reviewed and approved by going to Projects > Submittals > Actions > Submit.

Before you submit a submittal, you may want to:
When you submit multiple submittals at one time, they all have the same reviewer. If you need to submit submittals to different reviewers, you have to submit 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 Submit.
    The Bulk Submit Submittals window appears.
  5. If there is no one shown in the Reviewer field, select the person who should review the submittal.
    Only certain individuals on the project are available in this field.
  6. (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.
  7. In the CC field, enter any additional people whom you want to see the submittal.
    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 reviewer and any additional people you selected to receive copies.