Respond to a Forwarded Submittal as a Reviewer

When a user who has been defined as a member of a submittal workflow (see About Submittal Workflow) wants you to review a submittal before they submit their response, they have the option to forward the submittal to you for review. This gives the individual responsible for taking the next action an opportunity to ensure that the submittal is reviewed by key individuals with specialized knowledge. It also helps to ensure that a response from all key decision makers has been captured in the Procore application, to ensure that your project team keeps an accurate audit trail of all submittal approvals.

If a submittal is forwarded to you for a review, you will receive an email and an in-app notification card (accessed via the Notification Bell) stating that a submittal has been forwarded to you. It will also note that the submittal's 'Ball In Court' person has been shifted to you. To submit a response, you can select the notification card to open the submittal directly, or navigate to the project's Submittals tool.

• Required User Permissions:

  • To be forwarded a submittal for review, 'Standard' level permissions or higher to the project's Submittals tool.

• Additional Information:

  • The submittal's status must be 'Open'.

Optional: Review Submittal PDF Attachments

1. Choose one of these options:

   • Navigate to the project's Submittals tool, locate the submittal that was forwarded to you, and click View.

   • Navigate to the project's Home page, locate the submittal in the My Open Items area, and then click the submittal to view it.

   • Select the Notification Bell icon in the top navigation header and click the Submittal notification card to open the item directly.

2. Review the submittal's information and any included attachments.

    Note

   Any PDF attachments that you added markups to in Procore will be included with your response automatically. See Review Submittal PDF Attachments.

3. Click Respond next to your name in the 'Submittal Workflow' table.

   

4. Optional: Attach any additional files to include with your response. Do one of the following:

   • Click Attach File(s) to add files from other Procore tools or from your computer.

     • Locate and select (or upload) the files you want to include using the My Computer, Photos, Documents, or Forms options. The options you see may vary based on your user permissions on the project.

     • Click Attach.

   • Drag and drop files from your computer.

5. 

6. Click Next.

7. Add the following information:

   • Response. Select the appropriate response from the dropdown menu.

   • Comments. Optional. Enter any comments to include with the response.

     

8. Click Preview.

9. Preview the information.

    Tip

   If there's another step in the submittal's workflow, the user's name or group of users' names in the next step will display in the 'Next in Workflow' field.

10. Click one of the following options:

    • Click Respond to save your information and respond to the submittal.

    • Click Back if you need to change any information you added.

    • Click Cancel to close the window and return to the submittal's page. Note: Any information you added before closing the window won't be saved.

      

The system sends an email notification to any user types selected in the 'Reviewer Responds (via Workflow)' email configuration after you save your response. See Who receives an email when a submittal is created or updated?

The Ball In Court shifts back to the user who forwarded the submittal to you for review and the system sends them an email notification to tell them their action is required.