Create a Distribution List for a Submittal

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Add contacts to the distributions section of a submittal when you want to send copies of the submittal to other contacts.

To create a distribution list for a submittal:

  1. In the Project View, expand the project you are working in.
  2. Expand the Logs folder and click Submittals.
  3. Open the submittal for which you want to create a distribution list.
  4. Click the Review Cycles tab and then click the Distributions subordinate tab.
  5. Click Add to open the Distribute Submittal Dialog Box.
  6. Enter the number of copies of the submittal you are sending to the contacts.
  7. Enter any additional information about the review cycle in the Remarks field.
  8. Click Select. In the Select Contacts Dialog Box, add the contacts to which you want distribute the submittal. Click Save to return to the Distribute Submittal dialog box.
  9. Mark the Transmit checkbox next to the contacts for which you want to create a transmittal entry in the transmittal log.
  10. Click Save when finished in the Distribute Submittal dialog box. The selected contacts appear in the Distributed To column.

    Note: To delete contacts from the distribution list, click delete corresponding to the contact you want to delete on the Distributions tab. Click Yes to confirm the deletion.

Related Topics

Managing Submittals



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Last Published Wednesday, June 17, 2015