Configure the Submittal Settings for a Project (Deprecated)
Configure Submittal settings for your project to enable users to specify default Coordinator and Approver roles.
To configure submittal settings:
- Navigate to the project settings page
- In the object selector, select a project.
- In the sidebar, select Summary & Settings.
- On the Summary & Settings menu, select Settings.
- Select the Documents tab.
- In the Coordinator field, select the user who you want to coordinate submittals and monitor their progress.
- In the Approver field, select the user who you want to give final approval for submittals.
- Save your changes:
- Select Save.
- In the Summary & Settings panel, select Close.
Last Published Monday, June 24, 2024