Returning Submittals
Now that you have created and reviewed your submittal, it's time to return it to the team!
Before you start returning submittals, make sure you have your distribution groups set up. Click here to learn how
This will auto-populate your distribution list on all submittals so you don't need to do it manually each time.
Step 1: Double-check that each consultant has selected a review status.
Step 2: Open the pdf attachments to make sure all of the consultant comments are there, and you know which pdf to return.
Step 3: Open the cover page.
Step 4: Review the cover page to confirm the status of each consultant. Any of their review notes will appear under their discipline.
Step 5: Now you're ready to click 'Return'.
Step 6: Select which documents you would like to return to the distribution list. Then click 'Continue'.
Step 7: The last pop-up will appear as one last check and confirmation of what you're final review and who will receive it. When you're ready, hit 'Return'.
You have the option to include a 'Distribution message'. This will be included in the body of the email that the distribution list receives. It can help provide a little more info or context.
When a submittal is returned, everyone on the distribution list will receive an email with a link to the submittal in Part3, as well as one combined PDF that includes the cover page and all the selected files.
If you need to reopen the submittal, or create a revision (in the case where it was marked Revise and Resubmit), click the small plus sign beside 'Revise'.
As always, if you have any questions or see any issues with this article, please reach out to support@part3.io