Individual items can be sent back to the contractor as they are completed. If responses have not been received from reviewers, this will not restrict you from completing the review and sending the item back to the contractor. If the item is completed, it will be in your court and the reviewer's court.
To send submittal packages to the contractor
- Go to the Submittal Packages page. For access instructions, see Access Submittals.
- Select the package that includes the item(s) you want to send.
- Select the check box next to the item(s) you want to send
- Click Send to Contractor. The Send to Contractor window is displayed with the following fields:
- Project: Name of the project.
- Title: Title of the package.
- Send To*: The name of the person to whom the items are to be sent.
- CC Roles: Select the roles to which you want to send the items as a CC message.
- CC Users: Select the users to whom you want to send the items as a CC message.
- CC External Users Via Email: You have the ability to request comments from external project participants who may not have e-Builder access. Enter their e-mail addresses (one per line) in this box.
- Select folder for external user to attach files: If you allow external users to attach files with their comment, select a folder that recipient's files will be loaded into.
- Message: Enter a message to accompany the request for comments.
- 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.
- Click Send to Contractor.
The Submittal Package Details page is displayed.
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