Select Page

When working with customer submittals at the end of projects, you might need to re-send one or forward it after the original has been sent.

To Re-Send or forward a transmittal, navigate to Outgoing Submittals and click on the underlined submittal number, as shown below. 


Here you will see the options to Re-Send or Forward. 


If you choose to Re-Send the email, it will be sent to all original recipients. 

If you choose to Forward Email, you can choose who you would like to forward the email/submittal to. 


You will also notice the email subject line now has “FW:” added to it. You also have the option to include Supporting (Uncontrolled) Documents. Once you have made all your selections, click “Forward” to send the submittal.