Steps
Go to the Specs tab
Highlight the specs you want to submit
Click the Submit button
The client portal window opens showing selected specs
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)
Configure Submission
Enter a Submission Name
Choose how to group specs
Select what information to include
Click Create
Send
Click Send Now or Send Later to deliver the submission.
Tips
Use this for targeted spec submissions rather than batch
Recipients receive an email with portal access
Track submission status in Project → Submissions and Revisions
Related Features
Send Batch Specs to Client Portal
Retract Submission to Client Portal
Setting Up Client Approvals