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Retract Submission to Client Portal

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

Written by Krissy Palmer

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

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