Download a submittal for a respondent

1. Go to Leads or Projects and select a lead or project from the list.
2. On the Lead or Project page, select Submittals in the Correspondence category of the Lead Menu or Project Menu 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:

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