Review and manage Submittal Inbox

In this article:

1. View the submittal inbox

2. Reviewing submittal applications

3. "Needs more info" - returning an application to the applicant

4. Accept the application and create:

   1. A new project
   2. An initial submittal on an existing job
   3. A new job on an existing project
   4. A new revision from an existing job
   5. A new deferred submittal from an existing job
   6. Move documents to an existing submittal
      
      

5. Sending plan comment or approval letters

View Submittal Inbox

Submittal Inbox icons

Submitted by a Private Provider client
Submitted by 3rd Party Client

Review submittal application

1. Click project name to open submittal
   

2. For submittal applications from a Private Provider Client, if there are fees outstanding on the project, you will see that indicated on the left side of the screen:
   

3. Review submittal application

4. View or download file(s) to review
   

5. Click Deny Application, Accept or Needs Info (botton, right corner of your screen)

Deny Application

You can view all denied applications in the Withdrawn filter, like this:

If you "Need Info" and return the application

• Enter the the info you are missing on the application and click Save
• An email will be sent to the client letting them know that more info is required on the application
• View applications needing info in the Submittal Inbox > Filter > Awaiting Information
  

Accept the submittal application

1. Select what you want to do
   

2. Search for the project or permit
   

3. Select the project or permit to accept the submittal under
   

Sending Plan Comment or Plan Approval Letters

Email, download or save plan comment or plan approval letters to Documents