Submittals Reopen

After a BPO is sent, all attribute fields become Read-Only and cannot be modified. However, by reopening a Submittal, users can edit recipients, responses, and documents. The Reopen function is restricted to users with the admin role enabled in the Submittal role section.

To reopen a Submittal:

1. Navigate to the Submittal’s Detail View by clicking the “< Detail” button.

2. Select the Submittal to be reopened.

3. Click the “Reopen” button in the upper right-hand corner.

4. Modify the required fields.

Once the Submittal is reopened, a success alert message will appear in the top right-hand corner, stating: “The Submittal [Filename] Was Unlocked Successfully”.