Enter Submittal screen

Use the Enter Submittal screen to create submittals. Submittals are used to gain approval for various types of information from one or more project participants. Participants in the review cycle may include owners, engineers, or subcontractors. The submittal lists the items being submitted for approval.

Use the Enter Submittal screen to create a PDF file of a submittal form that you can view, print, or attach to an e-mail. ProContractor automatically attaches the PDF file to its associated record in a binder item.

Tip: You can use the Modify Forms screen to modify the format and layout of this form.

You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it. You can also send an e-mail with the PDF file as an attachment. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.

Note: To open the Enter Submittal screen, click Projects > Project Documents > Enter Submittal in the All Tasks pane.