Select Submittals from the 
(Project Menu) to access the Submittal Log. All of the items are automatically logged and categorized by Expected, Draft, Issued, Acknowledged, Pending Comments (In Discussion), Pending Complete, Revise & Resubmit, Resubmitted, Response Completed, Archived and Deleted.
How do I create a new Submittal?
1. Select the 
icon at the upper right of the window.
2. The Add Submittal page will be displayed with several fields for you to fill out.
3. Click the 
button at the bottom of the page once you have filled out the fields.
4. The Submittal will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the 
button is clicked.
5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.
- Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
- Select the desired files and then select the Open button.
- The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
- Select the Close Window icon (X) in the upper right.
6. The Submittal is still in DRAFT mode, and now lists any attachments added.
7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.
- Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the item, followed by Save Information.
8. The Submittal is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.
9. Perform a final review of the Field Order and if anything needs revising you can click the 
button and make any necessary changes.
10. Once you are ready to distribute, click the button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the Submittal (and any attachments) to that e-mail.
How do I acknowledge a Submittal?
1. Click the desired item that has been issued to you from the Submittal Log page or the e-mail you received when it was Issued.
2. Review the information on the screen, including any attachments, and click the 
button.
How do I initiate discussion on a Submittal?
1. Once it has been Acknowledged the Recipient will have the option to 
allowing other people to weigh in with their comments.
2. You can then 
where you can select up to 3 additional project team members to enter comments of their own.
3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.
How do I add a comment to a Submittal?
1. Once it has entered a "Pending Comments" status, anyone who was selected as one of the comment users will now see 
which will allow them to enter their comment.
2. Clicking that button will then show a textbox for the user to enter their Comments.
3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.
How do I close the discussion on a Submittal?
1. The Recipient will have the option to 
at any point during this comment phase which will block users from posting new comments.
2. The Recipient will also then have an option to 
which will open it back up for discussion again.
How do I Revise & Resubmit a Submittal?
1. Once a Submittal has been Acknowledged or is Pending Complete the Action By will have the option to 
from which they can check "Revise and Resubmit".
2. They will then see a new 
button which will send an e-mail out to the E-mail Recipients alerting them.
3. The Issued By (Entered By) will then be able to and 
it which will send an e-mail out to the E-mail Recipients alerting them.
4. The Issued To (Action By) will again see the button and the Submittal will go on from there as described above.
How do I Complete a Submittal?
1. Once a Submittal has been Acknowledged or is Pending Complete the Issued To (Action By) will have the option to
2. They will then see a new 
button which will let them select a someone to perform the final review and Complete the Submittal.
3. If they are a Final Submittal Reviewer on the Project, or once it has moved to someone who is there will be a 
button which will send an e-mail out to the E-mail Recipients alerting them.
How do I Reject a Submittal?
1. Once a Submittal has been Acknowledged or is Pending Complete the Issued To (Action By) will have the option to from which they can check "Rejected".
2. They will then see a new button which will send an e-mail out to the E-mail Recipients alerting them the Submittal has been Rejected along with the reason entered.
Who can perform what actions at each status?
I. Draft
- Issued By (Entered By) can or
- Any Contract Admin can
- Any Submittal Manager in Same Client as Entered By can or
- Created By can or
II. Issued
- Issued To (Action By) can
III. Acknowledged
- Issued To (Action By) can or
- Any Submittal Manager in the Same Client as Issued To (Action By) can or
-
Any Contract Admin can
- Any Final Submittal Reviewer can
Note:
Will appear when the Issued To ( Action By) Enters a Response.
IV. Options
Pending Comments
- Comment Users can
- Issued By (Entered By) can
- Issued To (Action By) can or
- Any Submittal Manager in the Same Client as Issued To (Action By) can or
Pending Complete
- Issued To (Action By) can or
- Any Submittal Manager in the Same Client as Issued To (Action By) can or
- Any Contract Admin can
- Any Final Submittal Reviewer can
Revise & Resubmit
- Issued By (Entered By) can or
- Any Submittal Manager in the Same Client as Issued By (Entered By) can or
Resubmitted
- Issued To (Action By) can
- Any Submittal Manager in the Same Client as Issued To (Action By) can
V. Completed
Response Completed
- Issued To (Action By) can
or
- Any Submittal Manager in the Same Client as Issued To (Action By) can or
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