Skip to main content

Retract Submission to Client Portal

Pull back a submission that was sent to the client portal but hasn't been completed yet

I
Written by Ian Cody

Steps

  1. Go to the Project tab

  2. Click Submissions and Revisions

  3. Find the submission in the list

  4. Click the three-dot menu (⋮)

  5. Click Retract

The submission is removed from the client portal.

Submission Statuses

  • Sent but not completed: Can retract

  • Review completed: Cannot retract

  • Already retracted: N/A

  • Not sent yet: N/A (use Delete instead)

Other Actions from Three-Dot Menu

  • Send: Send an unsent submission

  • Delete: Remove an unsent submission

  • View Details: See specs, comments, and send options

Tips

  • You can only retract submissions that haven't been reviewed yet

  • Use retract if you need to make changes before client review

  • Check submission status before attempting to retract

Related Features

  • Send Batch Specs to Client Portal

  • Submit Individual Specs Through Client Portal

  • Setting Up Client Approvals

Did this answer your question?