When you review a submittal, you can respond with your own file instead of only stamping the submitted document. This is useful when your markups already live in a PDF from your markup tool. Your file becomes the current document for the item, and the document it replaces stays on the item, marked Superseded.
Who can do this
Reviewers assigned to the active review step, in RedTeam Flex or in the RedTeam Portal.
Submittal managers recording a review for an assigned reviewer (see Review on behalf of a reviewer below).
Prerequisite: the item is in Pending review and your review step is active.
Review with a revised file in RedTeam Flex
Step 1: Open the project, click the Submittals tab, and click the name of the item to open it.
Note: The Review button in the log's Status column opens the stamp directly. To respond with a file, open the item and use the step's Actions menu.
Step 2: On your review step, click Actions > Review with revised file.
Step 3: Select your Response, then upload one file. The file you upload replaces the drop zone and the dialog confirms that it becomes the revised document when you submit. Click Submit Review.
Step 4: Check the response and file name, then click Submit Review again. The response and file can't be changed after you submit.
The workflow moves on the same way it does after a stamped review.
What you see on the step
Your file is added to the step's Documents with the date in its name, a blue Revised label and Uploaded by with your name.
The file it replaced is crossed out with a gray Superseded label. It still opens, read-only, with a SUPERSEDED watermark.
Later reviewers stamp and annotate your revised file as usual. If a later reviewer also responds with a revised file, it supersedes yours in the same way, and every step keeps its own files.
Review with a revised file in the RedTeam Portal
Outside reviewers, such as the architect, have the same option in the RedTeam Portal.
Step 1: Open the item and, on your review step, click Actions > Review with revised file.
Step 2: Select your Response, upload your file, click Submit Review and confirm.
Review on behalf of a reviewer with a revised file
When a reviewer sends you their marked-up file outside RedTeam Flex, the submittal manager can record their response with that file. See RedTeam Flex - New Submittals: Reviewing on Behalf of Another Reviewer for when to do this.
Step 1: Open the item. On the reviewer's step, click the three-dot menu on the reviewer's row, then click Review on behalf with revised file.
Step 2: The dialog shows Reviewing on behalf of and the reviewer's name. Select the Response, upload the reviewer's file and click Submit Review.
Step 3: The confirmation lists the Reviewer, the Response and the File. Click Submit Review.
The revised file shows Uploaded by with the reviewer's name, and the item's History records that you recorded the response on their behalf, with the file name.
If the item is sent back to the submitter
When the submittal manager sends a rejected item back to the submitter, every file from that revision (revised files, superseded files and the original) moves to Rejected Documents on the Submission step, with the final document first. See RedTeam Flex - New Submittals: Rejection and Revision Handling.
Things to know
One file per response. Combine your markups into one PDF before you upload.
A response and its revised file can't be edited after you submit.
Superseded files stay on the item for the record. They can't be marked up.