The submittal manager will be able to close a submittal at any point in the submittal approval process.

When the workflow is completed and everyone has responded to the submittal, click the Close Submittal button at the bottom.

Before closing the submittal, the submittal manager will have the chance to review and choose the final response. The submittal manager can review the PDF and select the final response to distribute. At least one of the responses must be selected to proceed.

Once the final response has been chosen, submittal managers can distribute the responses by clicking on the Distribute button.

The submittal manager can add recipients to the distribution list via:

  • inputting email address

  • selecting a user from the user list

  • selecting a contact from the contact list

Once the submittal manager sends out the final copy of the submittal to the people on the distribution list, the submittal workflow comes to an end.

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