Approval Chains

Manage document workflows with Approval Chains; update RFIs, ASIs, and Submittal approval chains (non-financial documents)

Updated over a week ago

Introduction

Approval Chains are simple ways to set an order to who must see a document before it can be approved.  If my project requires the project manager (me) to receive all submittals and then send them to the architect for review I would set my approval chain as

  1. me

  2. the architect

Set approval chains

To set the approval chain for any document type go to the dashboard and then:

  1. Open the project.

  2. On the Project page, select Project Settings.

  3. On the Project Settings page, you will see a documents tab in the top right navigation bar.  Select the document type you want to update and you will be able to edit the approval chain.

ASI Approval Chain:

  • Add or remove an approver

RFI Approval Chain:

  • Add or remove an approver

Submittals Approval Chain:

  • Add or remove an approver

  • Update Spec Sections by Adding, Importing, Editing or Deleting

  • Update Submittal Types by Adding, Importing, Editing or Deleting

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