Sending a Submittal via Email

When logged into Submittal Exchange, select a project and go to the appropriate log.

  1. Select the blank space to the right of the item to which you want to send a link. Doing so highlights the item in yellow.
  2. Right click on the highlighted area. A list of options appears.
  3. Select the Email option. An Email Link dialog box appears. Either:
    • Use the Email Link dialog box to enter an email address.
      Note: If you enter email addresses for people who don't have a Submittal Exchange account, they will be presented with the Submittal Exchange Terms of Use. Non-users must agree to the Terms of Conditions to download items.
    • Select from a listing of all the members on your project team. Hold down the CTRL key on your keyboard as you select multiple team members from this list.
  4. (Optional) Select Copy me on the email to send a copy to yourself.
  5. (Optional) Add comments to go with the email. Text entered in the Comments field appears in the body of the email.
  6. Select Send email. This sends an email with a link to the most recent PDF file of the item selected.

    Note: You may only use this function on sections/categories listed within My Activity.


Last Published Thursday, May 29, 2025