Release a Submittal

You can release a submittal to close it and alert the submitter that they can then perform the work for the submittal. This is the final step in the submittal process.

Once the submittal is released and closed, its visibility is automatically updated to visible, allowing the project team to see it. A project editor can change the visibility back to private, if needed.
Note: The names of the fields, actions, and states for submittals may be different in your instance of Viewpoint Team, because they can be customized by the system administrator. For example, your organization might use "Grant" instead of "Issue". In this case, you would click the Grant button to send the submittal to the submitter and the state would change from Draft to Granted.
  1. From the home page, click on the Submittal assigned to you.
    The Submittal page appears.
  2. Click the Release button.
    The Release window appears.
  3. In the Submitter field, the person who will provide the materials or perform the work specified in the submittal is displayed. You can select a different submitter if needed.
  4. In the Comment field, enter any notes or comments for the submitter.
  5. The Notify Recipients check box is selected by default. If you do not wish to send email notifications to all the indicated recipients, you can clear this check box.
  6. Click Send.
The state of the submittal is set to Closed and the Submitter is notified that the submittal was approved.