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


  1. From an existing Project, select the Submittals Tab
  2. Select a Submittal record and select the Edit option
  3. Select the Status field, which will present a dropdown of values.
  4. Select the appropriate value
  5. Select Save or Save & Close to save the Submittal record

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