Steps
Go to the Project tab
Click Revisions and Submissions
Click New (under Client Portal)
Select specs to include: By Stage (e.g., all "In Progress" specs), By Revision Date (e.g., all specs from a specific date)
Click Continue
Add Recipients
Select a Project Contact
Assign their role: Approver (can approve, reject, and comment), Commenter (can only comment), Viewer (can only view)
Click Continue
Configure Submission
Choose how to group specs (by area, type, etc.)
Select what information to include: Quantity, Attributes, Price
Click Create
Send the Submission
Click Send Now or Send Later at the bottom.
Managing Submissions
From the submissions list, use the three-dot menu to:
Send: Dispatch an unsent submission
Delete: Remove the submission
View Details: Review specs and comments
Retract: Pull back a sent submission
Related Features
Submit Individual Specs Through Client Portal
Retract Submission to Client Portal
Setting Up Client Approvals