Update Submittal Status
An existing submission status can be managed with the Status field.
Submittal status is tracked on the submittal record and can have the following values:
- Pending
- Created
- Submitted
- Rejected
- Re-Submitted
- Approved
- Approved as Noted
- Canceled
Procedure
- From an existing Project, select the Submittals Tab
- Select a Submittal record and select the Edit option
- Select the Status field, which will present a dropdown of values.
- Select the appropriate value
- Select Save or Save & Close to save the Submittal record
