Send Items to Sub

The fields and buttons on this page are:

• Send to Sub: Click this button to send item(s) to the subcontractor.
• Cancel: Click this button to cancel the action and close the Send Item to window.
• Forward To: This is a required section. The recipient of the submittal item(s) is selected based on whether they are an e-Builder user or an external user.
  If the recipient is an e-Builder user:
• 1. Click the Select a Role drop-down list to narrow your search by user role. On users in the selected role displays in the Select Recipient drop-down list.
  2. Click the Select Recipient drop-down list to choose a recipient from a list of users.

  If the recipient is an external user:

  1. Enter the email address of the person you are forwarding.
     —Or—
     To search for the user in the e-Builder contacts list, click Lookup. The contacts filter displays.
  2. Input all or portions of the requested information, and then click Filter.
  3. Put a check mark next to the contact's name and click Insert Selected.
• Send Type:
  • Action Required: Select this option to indicate to the recipient that an action if required of them. This option will add the recipient to the Held By list and flag their In My Court list. This option is typically used:
    • At the beginning of the review cycle for the general contractor to request submittal documentation from a subcontractor who is not licensed with e-Builder.
    • At the end of the review cycle for the general contractor to return a submittal to the subcontractor author for resubmission.
  • Notify: Select this option to indicate to the recipient that they are only being notified, but no action is required of them. This option is typically used at the end of a review cycle to notify affected subcontractors that a submittal has been returned without a need for resubmission.
• 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 the e-Builder users you would like to copy. You can select user roles or individual users. Click the blue arrow pointed to the right to add their names to the adjacent box. Repeat this step for all users you want 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 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 sent to the subcontractor.