To Forward a Submittal To Forward a Submittal (portal)

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 GUID-B6607446-A403-4D83-94BC-4FA4B78BAC51.dita.

    (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.
    • 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.