RedTeam Flex Submittals
Project Submittals | Submittal Requests | Requests for Approval | Submittal Notifications
23 articles
- RedTeam Flex - Request Deliverable ItemsA request to vendor is an official inquiry sent to a vendor that requests documents related to a job.
- RedTeam Flex - Configure Submittal TypesWhen users create and add Submittal items to a Project, one of the required fields is to select the Submittal Type(s).
- RedTeam Flex - Manage Submittal Requests for ApprovalIn the Submittal Workflow process, the Request for Approval is the grouping or package of Submittal items.
- RedTeam Flex - Manage Submittal WorkflowThis article describes the process of creating Submittals and routing them through the Submittal Workflow.
- RedTeam Flex - Submittal Stamps & MarkupsIn construction, Submittals are data items provided to the Customer pursuant to the contract.
- RedTeam Flex - New Submittals: Overview and How to Enable It
- RedTeam Flex - New Submittals: Navigating the Submittals Log
- RedTeam Flex - New Submittals: Submittals Access LevelsLearn what each of the five Submittals access levels can do and how an Administrator changes a user's access on a project.
- RedTeam Flex - New Submittals: Default Workflow ConfigurationConfigure the company default workflow that applies review steps automatically to every new submittal item.
- RedTeam Flex - New Submittals: Copy and Apply WorkflowsCopy a configured workflow from one submittal item and apply it to other items in Not started status.
- RedTeam Flex - New Submittals: Rejection and Revision HandlingWhat to do when a reviewer rejects a submittal: send it back for revision, reject and cancel, or move to the next step.
- RedTeam Flex - New Submittals: Review SubmittalsStamp a submittal with a response and understand how each stamp option affects the workflow.
- RedTeam Flex - New Submittals: Cancel and Restore ItemsCancel a submittal item, understand what happens to its documents and access, and restore a cancelled item.
- RedTeam Flex - New Submittals: Delete Items
- RedTeam Flex - New Submittals: Manually Adding ItemsAdd submittal items to your RedTeam Flex log one at a time or in bulk, and avoid losing unsaved draft rows in the add submittal drawer.
- RedTeam Flex - New Submittals: Importing Items from Another Project
- RedTeam Flex - New Submittals: Navigating the Extraction Tool
- RedTeam Flex - New Submittals: Updating an Item's WorkflowSet up and change a submittal item's workflow in RedTeam Flex, including review steps, due dates, reviewers, skipping a step, and blocked items.
- RedTeam Flex - New Submittals: Requesting SubmittalsSend a request for submittals to your submitter in RedTeam Flex, individually or in bulk, and see what changes on the item once the request goes out.
- RedTeam Flex - New Submittals: Duplicate ItemsDuplicate submittal items in RedTeam Flex from a row in the add drawer or from bulk actions in the log to reuse repeated item details.
- RedTeam Flex - New Submittals: Item Comments and History
- RedTeam Flex - New Submittals: Closing and Distributing ItemsClose and distribute a submittal in RedTeam Flex, including the distribution list, the official response stamp, and submitter acknowledgement.
- RedTeam Flex - New Submittals: Reviewing on Behalf of Another Reviewer