Send Items to Subcontractor

e-Builder has two primary methods of starting the review of a submittal item.

Only items that have not yet been forwarded for review to the submittal coordinator can be sent to a subcontractor (Send to Sub).

Send to Sub

In this method, the GC establishes the project submittal register of planned submittals. The GC periodically requests submittal documentation from the assigned subcontractor as subcontracts are awarded using the Send to Sub action. The GC selects submittal items from the submittal register to Send to Sub. Items do not have to be in a package at this point. The subcontractor receives an email notification with the details of the item, including any attachments.

Create / Submit to GC

In this method, subcontractors(with Create Submittal permissions) are directly participating in the submittal process, and are creating all or some of the submittal register items instead of the GC. The subcontractor uses the Create action, attaches documentation, and uses the Submit to GC action to start the review process.

In this scenario, the Send to Sub action is not typically used as part of the review initiation. See Submit Items to GC.

The Send to Sub action may also be used at the end of the review cycle for the GC to return a final submittal to the subcontractor. See Return Items to Subcontractor for more details.

Licensed and non-licensed e-Builder subcontractors who receive a Send to Sub item can add comments and attach documents to the submittal. Additionally, licensed subcontractors can in turn use the Send to Sub action to forward an item to a next tier subcontractor.

The subcontractor's name or email address appears in the Held By column on the Submittal Register page. When the subcontractor responds, the Held By field will be updated with the GC's name and the item returns to the GC's court.

To send submittal items to a subcontractor

1. Go to the Submittal Register page. For access instructions, see Access Submittals.
2. Select the check box next to the items you want to send to the subcontractor.
3. Click Send to Sub. The Send Items to Sub dialog box is displayed.

For a description of the fields on this page, see Send Items to Sub Page Overview.

4. Enter all necessary fields.
   
   Tip

   When emailing an external user that is also an e-Builder contact, use your keyboard to auto-fill the desired email address. Begin typing the recipient's name or email address, then use the arrows to highlight the email of choice, and then click Tab to make the selection.

   
   
5. Click Send to Sub.