Submittal management involves receiving construction documents from contractors, routing them to architects and engineers for review, collecting feedback, and notifying contractors of approval status.
Automated submittal management captures incoming documents, routes them to the right reviewers, consolidates feedback in one place, and notifies all parties of decisions. The result is faster approvals, fewer lost submittals, and clearer communication.
The full workflow, from trigger to completion.
A new submittal document is uploaded to the shared folder or received via email.
The automation reads the document name, file type, and email metadata to identify contractor, item type, and project code.
The automation looks up the submittal type in a rules table and sends the document to the correct architect, engineer, or safety reviewer and email.
A new record is created in the submittal tracking database with status 'Pending Review', deadline, and reviewer assignments.
Reviewers receive a message with a direct link to the document and a 3-day review deadline.
Reviewers submit approval or rejection via a form or reaction. The automation logs their decision and any comments into the tracking record.
A project manager reviews the consolidated feedback in the tracking database and marks the submittal as Approved, Conditional, or Rejected.
The automation sends the final decision via email and, moves the document to the archive folder, and updates the project log.
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