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RedTeam Flex - New Submittals: Answer a Review with Your Own Marked-Up File

See how reviewers can respond with their own marked-up PDF, watch a short video, try the walkthrough and find every related guide in one place.

In RedTeam Flex, a reviewer can now answer a submittal with their own marked-up file instead of only stamping the submitted document. It's made for the way many reviewers already work: they mark up the drawings in a PDF tool and send the file back. Their file becomes the current document for the item, and the document it replaces stays on the item, marked Superseded, so nothing is lost. This article gives you the full picture in one place, with a short video, an interactive walkthrough and links to every step-by-step guide.

What you can do

  • Respond with your own file. Open the item and, on your review step, click Actions > Review with revised file. Pick your response, upload your marked-up PDF and submit.

  • Keep the full trail. Your file is marked Revised, and the file it replaces is marked Superseded. Superseded files stay on the item and open read-only with a watermark, so anyone can see what changed and when.

  • Keep the workflow moving. Later reviewers stamp and annotate your revised file as usual, and the item moves on just as it does after a stamped review.

  • Record a reviewer's emailed markup. When an architect or engineer sends you their marked-up file, the submittal manager can record it for them with Review on behalf with revised file. The file shows as uploaded by that reviewer, and the item's history notes that you entered it for them.

  • Outside reviewers can do it too. Reviewers working in the RedTeam Portal have the same option on their review step.

Try it yourself

Click through the steps in this short interactive walkthrough to review a submittal with a revised file.

Why it helps

Reviewers answer in the format they already work in, and your team keeps one complete record on the item. There's no need to download a markup, re-upload it somewhere else or keep track of which file is the latest: the current document is always marked, and every earlier version stays one click away.

Good to know

  • Where to find it: the Review button in the log's Status column opens the stamp directly. To respond with a file, open the item and use the review step's Actions menu.

  • One file per response: combine your markups into one PDF before you upload.

  • Check before you submit: a response and its file can't be changed after you submit, so Flex asks you to confirm both first.

  • If an item is sent back: every file from that revision moves to Rejected Documents on the Submission step, with the final document first.

Step-by-step guides

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