User Guide Procore Connect For Submittals

• The system will check if any submittal participants are in connected projects and will sync the submittal to those projects.

• Connected downstream projects receive a synced, read-only copy of the submittal. This includes the Distribution Summary, General Information, and a downloadable Cover Sheet that matches the upstream file exactly.

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

Close and Distribute a Submittal

1. Navigate to the project's Submittals tool.

2. Click the Items tab.

3. Click View next to the submittal you want to distribute.

4. If at least one required member of the submittal workflow has submitted their response, click Close and Distribute.
   

5. Enter the information you want to include in the distribution.

    Note

   • The distribution list and the user roles selected in the Submittals tool configuration settings to receive a notification for the action 'Submittal Distributed', are automatically added as recipients.

   • The 'To' field is automatically populated by the submitter role.

   • the 'CC' field is automatically populated with users belonging to roles selected to receive the 'Submittal Distributed' notification in the Submittals configuration settings notification matrix.

6. Mark the checkbox if you want to automatically Create a Revision Upon Close and Distribution.

7. Mark the checkboxes for what General Information to include in the distribution.

8. Mark the checkboxes to select which Workflow Responses to include in the distribution.

9. Click Distribute
   OR
   Distribute and Create Revision to distribute the submittal.

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