Forward for Review

This page allows submittal coordinators and e-Builder licensed sub-consultants to forward items to reviewers. It's important to note that t here are two types of forwards. You can forward to simply notify the recipient of the item or require action from them. Notifying is simply an FYI because the item is not placed in their court. Requiring action places the item in the recipient's court. For instructions, see one of the following:

The fields and buttons on this page are:

  • Forward for Review: Click to forward item(s) for review.
  • Cancel: Click to cancel the action and close this window.
  • Forward To: Only e-Builder licensed users appear in the list of available users. Select the users to forward to and then click the right directional arrow to add them to the adjacent box. To forward to external users, enter their email address in the subsequent and/or Enter external user (email).
  • Send Type:
    • Action Required: Select to require the recipient to take action on the item. This will place the item in their court, which indicates that they have a responsibility to take action on the item.
    • Notify: Select this ratio button to indicate to the recipient that they are only being notified, but no action is required of them.
  • Respond By: This field is only applicable if the Action Required option is selected. Click the calendar icon to select a response date.
  • CC: Select any e-Builder users you would like to copy. Click the blue arrow pointed to the right to add their names to the adjacent menu. Repeat this step for all users you wish to copy.
  • CC External Users Via Email: To CC an external user, enter the email address in this field. You can also search for a user in the e-Builder contacts list by clicking Lookup. After selecting the desired contact from the filter results, click Insert Selected to add it to the CC External Users Via Email field.
  • Select folder for external user to attach files: If an external user is selected, a folder for the external user to save attachments to must be selected.
  • Message: Enter a message to accompany the submittal item(s).
  • Private: If this option is available to you, select or clear the Private check box to make your comment either private or public.

    The Private Comments feature can be enabled by account administrators. This feature allows only users in select roles to view and add private comments. For more information, see Manage Private Comments.

  • Selected submittal items: This section lists the items that are being forwarded for review.