Submittals Generate and Email Package

To perform the actions mentioned in this article, users need to have the appropriate roles enabled in the Submittal role section.

To generate a package for a Submittal Report:

1. Select an open Submittal.

2. Click the “< Detail” button in the folder tree toolbar. This will open the Detail View of the selected Submittal.

3. Click the “Generate Package and Email Package” button in the upper right-hand corner.

Upon success, a green message will appear in the top right-hand corner stating: “Submittal Notification was sent successfully”.

The Submittal will then be locked, and a package will be generated containing all information provided to it (files, comments, description, etc.).

An email will be sent to all recipients given in the recipients table.

When the recipients open the email or download the package, the recipients table will display a timestamp for each occurrence.

The generated package will also be associated with the Submittal in the File Management module.

The Generated Package can be found by:

1. By opening the Files table in the Submittal and clicking the link in the “File Path” column, the File Management Module will open at the corresponding location.

2. Manually navigate to the Files Management module, then go to Modules → Submittal Resolution → Submittal Resolution Root, and follow the path where the Submittal is located.

The Generated Package will include a unique appendix (e.g., _Rev_01) if multiple packages are created for the same Submittal.

The email will also be saved to the same location. If the Subject field is provided in the Submittal, the email file will be saved using the given subject as its name. Otherwise, the email will be named with a unique, randomly generated identifier.

Note that generating the package and email may take longer, depending on the size of the associated files.

If the process fails, a message will appear in the top right-hand corner stating: “Error Occurred: Submittal Notification was not sent”.