How to Approve a Submittal

Approve uploaded files that meet your project's requirements and close out the request.

1

Open a submittal for review

Go to your dashboard and select a request marked In Review to see the uploaded file and its details.

Open a submittal for review screenshot
2

Review the document

Download and open the file. Check that it meets your project’s requirements and any notes you included in the original request.

Review the document screenshot
3

Approve the file

Click Approve to confirm the document meets all requirements.

Approve the file screenshot
4

Confirm approval

In the confirmation modal, click Approve again. The submittal will be marked as Approved and its status will be updated.

Confirm approval screenshot

What's Next

  • The contractor will receive a notification that their submittal was approved.
  • You can still download or view the approved file at any time.