Configure the Submittal Settings for a Project (Deprecated)
Configure Submittal settings for your project to enable users to specify default Coordinator and Approver roles.
To configure submittal settings:
- Navigate to the project settings page
- In the object selector, select ﱆ Project.
- In the object selector, beside a project name, select , and then select View Summary & Settings.
- On the Summary & Settings page, select Settings.
- Select the Documents tab.
- In the Coordinator field, select the user who you want to coordinate submittals and monitor their progress.
- In the Approver field, select the user who you want to give final approval for submittals.
- Select Save.
Last Published Tuesday, January 21, 2025