ProjectWise Deliverables Management Portal Help

To Forward a Submittal

You can forward a submittal to external participants. When you forward a submittal, a new transmittal draft is created using the original submittal as a template, and includes the documents from the original submittal. Responses you receive regarding a forwarded submittal will be automatically incorporated into your response to the original submittal.

  1. Go to the Incoming tab.
  2. If needed, acknowledge the submittal. See To Acknowledge a Submittal .

    (You cannot forward a submittal until you acknowledge it.)

  3. Do one of the following:

    Click the check box next to the submittal you want to forward and select Forward from the action menu.

    or

    Open a submittal from the list (click the link in the Subject column) and select Forward from the action menu.

  4. In the message that opens, click Forward again.

    A new transmittal draft, based on the original submittal, opens for you to configure and issue.

Response comments you receive for a document in a forwarded submittal are automatically copied into your own submittal response comments for that document, just like response comments that are received from additional reviewers. You can edit these response comments as needed when you go to send your response for that submittal document (see To Respond to a Submittal ).

To see a list of packages that have been forwarded from a particular submittal and check their status, open the original submittal, then select Show forwarded from the action menu (or click the Show forwarded button on the My response tab).

The Forwarded packages dialog opens, showing a list of packages, when they were forwarded, and their purpose, status, progress.

Parent topic: Managing Incoming Submittals
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