Copy submittals to other leads or projects

Step 1: Select the source lead or project and the corresponding submittals

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Submittals under the Correspondence section.
3. Select Actions > Copy Submittal.
   In the copy wizard form, the source Lead or Project number is pre-filled but can be modified.
4. Select one or more submittals from the list and select Next.

Step 2: Select the target lead or project and the key contacts

1. Optional: Update the target Lead # or Project #.

   The default value will match the source lead or project selected in the previous step, but can be modified.

2. Optional: Update the Issue Date.

   The default value is set to today's date.

3. Optional: Specify the Originator and Respondent Due Dates.
4. Select the company and contacts for the Originator, Coordinator, and Main Respondent fields.

   The default selections are based on the source submittal. The coordinator is typically your firm.

5. Optional: Select if the submittal Items will be copied.

   This option is usually selected.

6. Select Finish.

Copied submittals will have the same numbering convention as specified in Settings > Company Settings > Numbering.