Send a Submittal for Review

You can send a submittal for review to send it to the approver. By sending the submittal for review, you are indicating that you have reviewed the contents. This is the third step in the submittal process.

Before you send a submittal, you may want to:

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 Send for Review button.
    The Send for Review window appears.
  3. In the Approver field, the person assigned to approve the submittal is displayed. If needed, select a different approver.
    Note: Enter the first few letters of the contact's name to filter the list.
  4. In the Additional Approvers field, select any additional people who need to approve the submittal.
  5. In the CC field, enter any additional people whom you want to see the submittal.
    These contacts can:
    • View the submittal
    • Receive notifications
    • Add comments
  6. In the Comment field, enter any comments or notes for the reviewer.
  7. (Optional) Click Add attachment to attach one or more files to the submittal.
    1. Browse to the files you want to attach and select them.
    2. Click Open.
  8. 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.
  9. Click Send.
The submittal is sent to the approver and any additional people you selected to receive a copy.