User Guide Procore Connect For Submittals

Syncing distributed submittals via the Connection Manager ensures that data remains consistent across Sending and Receiving accounts. Linking these external submittals to internal submittals provides instant access to the Sending project's distribution summary and connected account details directly within the Submittal. This functionality guarantees that Receiving project teams retain critical information even if the Sending project's submittal undergoes modifications or deletion.

• Required User Permissions on the project's Submittals tool.

• Additional Information:

  • Receiving project users retain read-only access to synced submittals even if the original submittal is deleted in the Sending account.

    • Deleted items display a notification banner, and their status updates to Deleted to indicate that syncing has ceased.

  • Updates made in the sending account flow down to the receiving account once the sender redistributes the submittal.

  • Submittals links created in the Receiving project do not sync to the Sending project.

• The project must be connected to the other project's Submittals tool via the Connection Manager.

• To receive synced submittals in a receiving account, you must be the submittal manager, on the distribution list, or part of the workflow.

• Link Internal Submittals to External Submittals

• Link External Submittals to Internal Submittals

1. Navigate to the project's Submittals tool.

2. In the Items tab, click View next to the relevant Submittal.

3. Click the Link to External Submittal button.

   • The Link to your Project Submittal button will appear as Manage Links if items have already been linked to the Submittal.

4. In the window that appears, select one or more External Submittals to link from the dropdown menu.

   • To remove a Submittal from your selection, click the ‘x’ next to its name.

5. Click Save.

6. A green banner will confirm the link was successful. The External Submittal(s) will now appear in the Linked Submittals section of your Internal Submittal.

7. Click the caret icon to expand Linked Submittal details.

1. Navigate to the project's Submittals tool.

2. Click the External Items tab.

3. Click View next to the relevant Submittal.

4. Click the Link to your Project Submittal button.

   • The Link to your Project Submittal button will appear as Manage Links if items have already been linked to the Submittal.

5. In the window that appears, select one or more Internal Submittals to link from the dropdown menu.

   • To remove a Submittal from your selection, click the ‘x’ next to its name.

6. Click Save.

7. A green banner will confirm the link was successful. The External Submittal(s) will now appear in the Linked Submittals section of your External Submittal.

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