Create Submittal Template for Procore Step-Based Submittals

In this article we'll cover how to create a custom template for step-based submittals. This will allow you to easily select your template group, for when it comes time to adding reviewers to submittals, to cut down on time.💫

To Get Started

Step 1: Make sure stepped-based submittals are toggled on. To do this, go to your project settings, document settings, submittals, and toggle on use step-based submittals".

Step 2: Select Create Template which is located below use step-based submittals toggle.

Step 3: Add information to the template to create. Include the Template Name, Manager, and +Add assignees to add specific users to the steps. Select their role from the dropdown as 'reviewer or submitter'. Change the review period to align with your project. Select Create.

Step 4: Your new submittal template will now appear below the above use step-based submittals toggle.

Step 5: Open an active submittal and select Use Template, to locate your custom template from the dropdown menu, which will pre-populate the steps create above!