Tutoriales
Process Guides
Tutorials
Submittals
- Add a Related Item to a Submittal Package
- Add a Submitter and Approvers to the Submittal Workflow
- Apply a Submittal Workflow Template to a Submittal
- Change the Ball in Court on a Submittal
- Close a Submittal
- Create a Submittal
- Create a Submittal Revision
- Delete a Submittal
- Distribute a Submittal
- Duplicate a Submittal
- Edit a Submittal
- Edit a Submittal Response
- Forward a Submittal for Review
- Mark a Submittal as Private
- Perform Bulk Actions on Submittals
- Redistribute a Submittal
- Remove a Submitter or Approver from the Submittal Workflow
- Respond to a Forwarded Submittal as a Reviewer
- Respond to a Submittal as an Approver
- Set Up Submittal Schedule Calculations
- Upload and Submit a Submittal
- Use Bulk Actions > Apply Workflow in the Submittals Tool
- Use Bulk Actions > Delete in the Submittals Tool
- Use Bulk Actions > Edit in the Submittals Tool
- Use Bulk Actions > Retrieve in the Submittals Tool
- View a Submittal
Submittal Packages
- Add an Existing Submittal to a Submittal Package
- Add Related Items to a Submittal
- Bulk Edit Submittals in a Package
- Bulk Review Submittals in a Package
- Create a New Submittal in a Submittal Package
- Create a Submittal Package
- Delete a Submittal Package
- Distribute the Submittals in a Package
- Edit a Submittal Package
- Export a Submittal Package
- Resend the Submittals in a Package for Review
- Respond to an Action Required Email for a Submittal Package as an Approver
- Send the Submittals in a Package for Review
- Ver un paquete de submittals
Configuration Tasks
- Configure Settings: Submittals Tool
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Customize the Column Display in the Submittals Tool
- Designate the 'Default Submittal Manager' for the Submittals Tool
- Enable Submittal Schedule Calculations
- Enable the Submittals Tool
- Manage Custom Submittal Responses
- Manage Submittal Workflow Templates
- Resize the Column Width in the Submittals Log
PDF Markup
Reporting
Other Tasks
- Add a Multi-Tiered Location to an Item
- Apply Configurable Fieldsets to Projects
- Copy a Configurable Fieldset
- Create Custom Sections
- Create New Configurable Fieldsets
- Create New Custom Fields
- Delete Attachments from the Submittal Workflow
- Delete Configurable Fieldsets
- Download a Submittal's Attachments
- Download the Submittals Import Template
- Edit Configurable Fieldsets
- Export a Submittal
- Forward a Submittal by Email
- Generate a PDF of a Submittal in a List
- Generate a QR Code for a Submittal
- Navigate Procore's Tools
- Remove Configurable Fieldsets from Projects
- Retrieve a Submittal from the Recycle Bin
- Search for and Filter Submittals
- Send a Completed Submittals Import Template to Procore
- Submittal Builder: Generate Submittals from Specifications
- Switch Between Submittals Views
- Update the Submittals Import Template
- View the Change History of a Submittal