How to Close and Distribute Submittals (Procore Web)

Role

PCs

Steps

Close and Distribute a Submittal

1. Navigate to the project's Submittals tool.
2. Click the Items tab.
3. Click View next to the submittal you want to distribute.

4. If at least one required member of the submittal workflow has submitted their response, click Close and Distribute.

   

5. Enter the information you want to include in the distribution.
6. Mark the checkbox if you want to automatically Create a Revision Upon Close and Distribution.
7. Mark the checkboxes for what General Information to include in the distribution.
8. Mark the checkboxes to select which Workflow Responses to include in the distribution.

9. Click Distribute

   OR

   Distribute and Create Revision to distribute the submittal.  

For more information on Submittals, please refer to the coordinating manual linked below.

Operations Coordinating Manual