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
- me
- the architect
Set approval chains
To set the approval chain for any document type go to the dashboard and then:
- Open the project.
- On the Project page, select Project Settings.
- 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
