User manual

Table Of Contents

can close out a package). This option is enabled when there is no open

transmittal for that package.

1 Open a package in the Submittals Package tab.

2 The View Package page is displayed.

3 Click Close Out.

Once a package has been closed out the package can not be edited or

transmitted, and submittal items can not be added to the package. A closed

out package can be re-opened by the package creator.

Recalling a package:

Packages and transmittals can be recalled. Transmittal creators, distributors,

gatekeepers and consultants can all recall a package after it has been distributed

or forwarded.

1 In the Submittal Packages tab select Recall from the Actions drop-down

list box on the far right of the package. Following is an example:

2 Confirm your selection.

Once a package is recalled, the assignment is removed from the dashboard of

each member who had been assigned to take action on the package. An email

is sent to the members from whom the package is being recalled stating that

you have recalled the package.