Returning Submittals
Now that you’ve created and reviewed your submittal, the next step is returning it to the team! Only prime consultant's have the ability to return submittals.
✨ Pro Tip: Before you start returning submittals, make sure your distribution groups are set up. This way, your distribution list will auto-populate on every submittal — saving you time and keeping things consistent.
How to Return a Submittal
Step 1: Confirm 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 and review the cover page to confirm the status and review notes for each consultant.
Step 4: Now you're ready to click 'Return'.
Step 5: Select which documents you would like to return to the distribution list. Then click 'Continue'.
Step 6: The last pop-up will appear as a final check and confirmation of what is being returned, and to who. 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.
Revise or Re-Open a Returned Submittal
If you need to reopen a submittal to edit you have the flexibility to do this by clicking the +reopen next to the 'Revise' button.
If you need to revise a submittal (in the case where a submittal was returned as revise & resubmit), click 'revise'.
From here, follow the above steps again to return the submittal.
As always, if you have any questions or see any issues with this article, please reach out to support@part3.io