Send for Review

The fields and buttons on this page are:

• Send for review: Click this button to send the package for review. When a submitter (General Contractor) clicks the Send for Review button on the Items tab of the Submittal Package Details page, the submittal item status will change from "NEW" to "In Review".
• Cancel: Click this button to cancel the action and close the Send for review window.
• Submittal Coordinators: Click this drop-down list to select a submittal coordinator.
• Review Complete Due Date: Click the calendar icon to select a due date for the submittal package.
• 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 attached files must be selected. Click this link. The e-Builder Documents folder structure displays. Make a folder selection.
• Message: Enter a message to accompany the submittal package(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 sent to the submittal coordinator.