To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf (portal)
If you are required to respond to or even just acknowledge a submittal and you would like someone else to perform these actions on your behalf, you can select a delegate responder. The project administrator can also select delegate responders. The delegate responder can be any internal participant, including those who received the submittal but have no actions required of them (their Ack and Resp permissions are both turned off (“N/A”) in the submittal). When the delegate responds, it will appear to the sender as if the original recipient (and not the delegate) is the responder.
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In the upper right corner of the submittal, click the menu and
select the
Delegate option.
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If there is more than one recipient who is required to respond or
just acknowledge, the
Delegate incoming package window
opens. Select which original recipient will
not be responding or acknowledging and
click
Continue.
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In the
Select delegate window, select a
delegate responder (the person who will be responding on behalf of the selected
original recipient) and click
Confirm.
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In the
Confirm delegation dialog, click
Confirm.
The internal participant selected as the delegate responder is sent an email notifying them that they have received a submittal.
The Recipients tab of the submittal now shows which internal participant has been delegated to respond on behalf of which original recipient. The delegate responder will have the same actions (acknowledge and respond, or just acknowledge) as the original recipient.
