Print the submittal response for the originator

If the originator is another company, such as a subcontractor or supplier, you can print the submittal request.

  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. On the submittal listing page, select the submittal number to view the details.
  4. Select Reports > Submittal Responses to Originator.
  5. Select an email Template from the dropdown.
  6. Select one of the following Export Options from the dropdown:

    • .DOC (Word 2003)
    • .DOCX (Word 2007)
    • PDF (Adobe Acrobat)

  7. Select Ok.