Prerequisite(s):            User is the primary recipient of a submitted Submittal.

 

1.   From your homepage, click the Contract Name link in the Name column of the Contract List.

2.   Hover your mouse over the Contract Management link on the menu bar.

3.   Click the Issues & Information Management sub-link from the menu bar.

4.   Click View Log / Add Submittal link for Submittals.

5.   Click the Submittal which you wish to update the team distribution list.

6.   Click all the team members from the Team Distribution list that require visibility to the Submittal; hold the CTRL key for each beyond the first selected, then click the > button.

 

Note: Team Distribution members are able to view this Submittal after it is submitted.

 

7.   To remove one or more team members from the Team Distribution list, click a member displayed in the right list box; hold the CTRL key for each beyond the first selected, then click the < button.

 

Note: Removing Team Distribution member(s) removes their access to this Submittal and prevents them from receiving any further system notifications and emails for this Submittal.

 

8.   To notify one or more Non-Team Members (individuals not included in the Team Distribution list) of this Submittal, enter an email address in the textbox provided and click the Add button.

9.   To remove one or more Non-Team Members, click the email addresses provided to the left of the Remove button; hold the CTRL key for each one beyond the first selected, and click the Remove button.

 

Note: Removing Non-Team Member(s) prevents them from receiving any further system notifications and emails for this Submittal.

 

10.  Click the Update Distribution List button. 

 

 

Note: All users in the updated Team Distribution list should now be able to access this Submittal.