Edit a Submittal

Things to Consider

Required User Permissions
Additional Information:
- Users without 'Admin' level permissions on the project's Submittals tool cannot change the status of a submittal.
- If you want to make a single change on multiple submittals, see Perform Bulk Actions on Submittals.

Navigate to the project's Submittals tool.
Locate the submittal to edit. See Search and Filter Submittals.
Click Edit.
Update the information as you want:
- General Information. See Add General Information.
- Submittal Schedule Information. See Calculate Submittal Schedule Information (If Enabled).
- Delivery Information. See Update the Delivery Information.
- Submittal Workflow. See Add Reviewers to the Submittal Workflow.
Do the following:
- Click Update to save changes without sending an email notification.
  OR
- Click Update & Send Emails to save changes and send an email notification to members of the submittal workflow and distribution list.