User Guide Procore Connect For Submittals

Procore Connect for Submittals enables Procore customers to connect their projects so that distributed submittals are automatically synced and kept up to date with the upstream project. The connection is one way, providing downstream projects with a read-only record of submittals from an upstream source project. This ensures all project participants are working from the most current documentation without the need for manual data entry or file transfers.

• Eliminate Manual Work: Automatically imports completed submittals and updates, removing the need to manually download and re-upload files from upstream project partners.

• Real-Time Accuracy: The system continuously monitors the upstream project, ensuring that any re-distributions, status changes, or new revisions are reflected in the downstream project immediately.

• Significant Time Savings: Saves approximately 5 minutes per submittal for receiving project users by automating a tedious process.

• Targeted Syncing: When a submittal is distributed, Procore intelligently syncs only the submittals where a member of your company is listed as a Submittal Manager, Submitter, Approver, or is on the Distribution list.

• Permanent Record: Once synced, connected submittals serve as an unalterable, read-only record of the upstream project's document within your own Procore environment.

• Read-Only Access: Connected submittals are read-only and appear under the External Items tab in the Submittals tool.

• Included Data: When viewing an external submittal in your project, you will see the Distribution Summaries and General Information.

  • Cover Sheet: The downloadable cover sheet will be an exact replica of the file in the upstream account.

  • Attachments: Only the attachments selected during distribution will sync to the downstream account.

• Excluded Data: The Submittal Workflow table, Delivery Information, Submittal-Schedule, and Submittal Plan data are not displayed in this view.

• Copied Submittals: For a submittal to sync between projects, a user from your company must be assigned an active role (Submittal Manager, Submitter, or Approver) or be part of the distribution list for that specific item.

• Automatic Maintenance: No manual action is required to maintain versions. If the upstream project re-opens or a new revision is issued, the changes reflect automatically in the downstream project.

• Access: External Submittals are accessed in the downstream project via a new "External Items" tab in the Submittal tool. Submittals admins and users with the new "View External Items" granular permission can view them.

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