Print a submittal for a respondent

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. Optionally, in the Respondents section, select Import Company / Contact to add respondents as needed.

   Ensure that a respondent is listed before proceeding.

5. Select Reports > Submittal to Respondents.
6. Select an email Template from the dropdown.
7. Select one of the following Export Options from the dropdown.
   • .DOC (Word 2003)
   • .DOCX (Word 2007)
   • PDF (Adobe Acrobat)

8. Select Ok.