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How to Send Documents to Architects or the Design Team for Approval
How to Send Documents to Architects or the Design Team for Approval

Learn how to request approval from architects and/or your design team before adding the documents to the Closeout Package.

Thamya Albuquerque avatar
Written by Thamya Albuquerque
Updated over a week ago

To send a document to the architect or design team for review, select the Requirements tab and click on the Submitted tab:

Go through the initial review and approval process by clicking on the subcontractor, selecting the Requirement, and clicking on the submitted document:

Once you have approved the document, click Request Review. Choose your recipient, type your message, and click Send:

The recipient will be emailed a link to the Review Portal where they can Review or Request Changes to the document:

Once reviewed, click Complete Requirement to close out the requirement:

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