If a subcontractor sends you submittal documents outside of RedTeam Go (by email, for example), you can upload them to the submittal yourself, review and stamp them, and send the submittal to the approver. This article also covers what to do when the approver returns a stamped file outside of RedTeam Go.
Upload the subcontractor's documents
Step 1: In your project, click Submittals. Next to the submittal item, click the three-dot menu, then click Edit.
Step 2: In the Assignments section, click the paper clip icon on the Submitter's line, then click Add Attachment.
Step 3: Drag your files into the Add Attachment window, or click it to browse for them. When you see File Uploaded., click Done.
Step 4: RedTeam Go fills in today's date as Received and Submitted on the Submitter's line, and as Received on the GC Reviewer's line. Click Save at the bottom of the window.
Step 5: After you save, the file appears under Files for Review as a Submitter File. You can click it to open it.
Caution: Leave the Status on the Submitter's line set to Pending. It updates automatically when the final approval status is given.
Review and stamp the documents
Step 1: Under Files for Review, click the file. The View Attachment window opens. Click Stamp / Markup.
Step 2: Click Stamp.
Step 3: In the Stamp and Review window, choose a Status, such as Reviewed or Reviewed as Noted. Click Preview, then click Apply.
Step 4: Close the View Attachment window. The stamp is saved, and the GC Reviewer's line now shows today's Submitted date and the status you chose.
Send the submittal to the approver
Step 1: Click Save and Submit at the bottom of the window.
Step 2: The Send Approval Request window opens, addressed to the approver. Review the message, then click Send.
The approver receives an email with a link to the submittal. For more ways to send a submittal, see How do I send submittals?.
When the approver stamps the submittal in RedTeam Go
The approver opens the link in the email, stamps the file, and clicks Submit. The submittal is then final:
The Approver's line shows the dates and the status the approver chose, and the Submitter's status updates to match.
The approver's stamped file appears under Files for Review as an Approver File.
You receive an email that the approver returned the submittal. If your Submittals settings are set to send the final approval notice automatically (Settings > Set Final Notification Method), the notice goes out to everyone on the submittal.
When the approver stamps the documents outside of RedTeam Go
If the approver sends the stamped file back to you by email instead, upload it to the Approver's line:
Step 1: Open the submittal item. In the Assignments section, click the paper clip icon on the Approver's line, then click Add Attachment.
Step 2: Upload the stamped file and click Done. RedTeam Go fills in the Submitted date on the Approver's line.
Step 3: On the Approver's line, set the Status to match the approver's stamp (for example, Approved), then click Save.
Step 4: The submittal is now final. The Submitter's status updates to match, and the stamped file appears under Files for Review as an Approver File.
Step 5: To send the final approval notice, go back to the Submittals list. Next to the item, click the three-dot menu, then click Send Approval E-mail. Click Ok in the message that appears, then click Send.
Replace a file
If a file can't be opened (for example, because of the file type or an upload error), remove it and upload it again:
Click the paper clip icon on the line where the file was uploaded.
Click the X next to the file name to remove it.
Click Add Attachment and upload the file again.
PDF files are recommended, because most people can open them easily.