Backing Out an Architects Review

Project Leaders can use Edit Detail to back out of a review.

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

Note: When using Edit Detail, most automation is disrupted and the appropriate email notifications may not go to the team members. 

Backing out a Final Review

  1. Select the description of the submittal that needs to be backed out. A dialog box appears.
  2. Select Edit detail in the upper right corner.
  3. Select Architect Review.
  4. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date returned to General Contractor
    • Action code
    • Remarks, if entered.
  5. Change the file type to Hardcopy.
  6. Select Return to Subcontractor. Remove the Return to Subcontractor date displayed in this area.
  7. Select Save.

Backing Out a Consultant Review

  1. Select the description of the submittal that needs to be backed out. A dialog box appears.
  2. Select Edit detail in the upper right corner.
  3. Select Consultant Review.
  4. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date reviewed
    • Action code
    • Remarks, if entered.
  5. Change the file type to Hardcopy.
  6. Select Architect Review.
  7. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date returned to General Contractor
    • Action code
    • Remarks, if entered.
  8. Change the file type to Hardcopy.
  9. Select Return to Subcontractor. Remove the Return to Subcontractor date displayed in this area.
  10. Select Save.

Backing Out a GC Review

  1. Select the description of the submittal that needs to be backed out. A dialog box appears.
  2. Select Edit detail in the upper right corner.
  3. Select Submittal from GC.
  4. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date received from GC
    • Date Sent to Architect
    • Remarks, if entered.
  5. Change the file type to Hardcopy.
  6. Select Consultant Review.
  7. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date Sent to
    • Date Reviewed
    • Action code
    • Remarks, if entered.
  8. Change the file type to Hardcopy.
  9. Select Architect Review.
  10. Remove the following by highlighting the text and using the delete key on your keyboard:
    • Date returned to General Contractor
    • Action code
    • Remarks, if entered.
  11. Change the file type to Hardcopy.
  12. Select Return to Subcontractor. Remove the Return to Subcontractor date displayed in this area.
  13. Select Save.


Last Published Thursday, May 29, 2025