How Does the Owner View/Respond to a Submittal?

There are two ways to repond to a Submittal, by clicking the link in the request email or by logging into the portal if you have multiple items to review.

Email

Follow the magic link in the email to open the Submittal.

Login

• Log into the GCs portal
• Select the Submittal tile
• Navigate to the project
• Click on the ellipses next to the Submittal
• Click on View/Respond

Choose the project

Stamp and Annotate

Both clicking on the email link or the View/Respond when logged in will open to the same Submittal area, where the Owner can use the Stamping and Markup tools to Approve/Reject each Submittal document.

If Owner would like to download to stamp using their own preferred method, the Download and Upload buttons are located directly above the files on left.

Stamping Features

• Annotation tools allow for regular markups including highlights, shapes and text.
• Use the Page Shuffle to add a blank page or import other documents to combine and sort.
• Click Stamp to use the stamping feature to Approve or Reject each file.

Page Shuffle

• Add new blank page
• Import other documents and Save to sort those pages in the combined file.
• Move or Delete Pages and Save

Stamp

• Go to the pagewhere you would like to place the Stamp.
• Click Stamp button to open Stamp information.
• Name and default Disclaimer text will populate, but can be edited.
• Select the Status you wish to apply to the file.
• Approvals – Selecting any of these will moved the submittal along to the next party
  • Approved
  • Aproved as Noted
  • Reviewed
  • Reviewed as Noted
• Rejections – Selecting of these statuses will immediately close the current item and create a new item with an added letter and begin the entire process again.
  • Rejected
  • Revise and Resubmit

Preview the Stamp for Accuracy

• Click Apply for Stamp to appear and position on document.
• Resize the stamp from corners. Click and drag to reposition on document.
• If you need to make changes, click on the stamp and use Delete on keyboard to remove. Click Stamp again to open, adjust and Apply again.
• Stamp all files with a Status to complete your review.
• Click Submit at bottom to send submittal on to the next party with the automated process.

Helpful Hints:

If you choose to use the Stamp/Markup feature, you will be required to mark an approval status on ALL attachments, as these files will be saved and displayed for the next user in the workflow. This could be a second Approver or if you are the Final Approver, the GC will be notified or the Approvals will be automatically distributed depending upon the GCs selected preference.

If you change your mind and wish to switch to Download and Upoad method, all annotations will be deleted.

How Do I View And Approve Change Orders?

From the main dashboard, select Change orders > then select the Project.

To view or sign the change order select, View / Sign Change Orders.

To sign the Change order, click the Digitally Sign this Document button.

How I View Meeting Minutes?

From the main dashboard, Click Meetings then the Project.

To view the meeting minutes, click on the ellipse icon > print

How Do I View Photos?

From the main dashboard, click photos then select the project.

Select an album to view.

Select the photos by checking the boxes next to the photos you wish to download. Click the Gear to download the photos.

How Do I View A Daily Log?

From the main dashboard select Daily log > then select the project name.

The daily log window opens click on the (…) to print and see the full daily log.

How Do I View And Sign The Owner Contract?

From the main dashboard select Contracts > select the Project Name.

Select View / Sign Contract. This will launch a new window that contains electronic versions of the contracts.

Click Digitally sign this contract > I agree > Ok > Close window. You can also create a PDF to download to your computer or print.

Where can I find Drawings, Specifications, Addenda, and Photos?

To view any of these documents click on Planroom > select the project.

View / Print Drawings

Click on drawings. This will show you all of the drawing categories. Click on each drawing category to reveal the list of drawings. Click on the drawings to want to open to view or print a PDF.

View / Print Specifications

To view Specifications, click on Specifications. This will show you all of the specification categories. Click on the category you want to open to view or print a PDF.

View / Print Addenda

To view Addenda. Click on Addenda. This will show you all of the addendums attached to the project. Click on the Addenda you want to open to view or print and PDF.

View / Print Drawings

To view Photos. Click on Photos. This will show you all the photos attached to the project. Click on the Thumbnail to open the photo. To download the photo, click on the checkbox in the corner of the photo and choose Download photo.

How do I view Lien Releases?

Learn how to view Progress and Final Lien Releases.

Lien Releases will be available for both signed Owner Pay Applications as well as Subcontractor Line Releases. To view click Lien Releases > Select Project.

View Lien

How can I view and approve an Owner Bill?

Learn how to view and sign an Owner’s Pay Application which requires both the Architect and Owner’s signatures.

From the main dashboard select Billing > Select the Project Name.

Click View/Sign

Approve/Print

Click the Approve button > I Agree to electronically sign the bill and return to the General Contractor. Click Print button to open PDF for print/download.

How do I view my Warranty Letters?

To veiw Warranties, click Warranties>Select Project

Click View Owner A hyperlink to open the PDF from the GC and download/print.