Share a Submittal
What it does
Share a submittal with external parties (architects, engineers, general contractors) by generating a link, sending an email, or creating an Outlook draft.
How to share
Go to the Submittals page.
Find the submittal you want to share and click the Share button.
Choose a sharing method:
Copy Link — generates a unique shareable URL and copies it to your clipboard. Anyone with the link can view the submittal without logging in.
Send via Email — compose an email with multiple recipients. The share link is included in the message body.
Create Outlook Draft — auto-generates an email with pre-filled content and saves it as a draft in your connected Microsoft Outlook account for review before sending.
Things to know
Share links provide read-only access to the submittal.
The Outlook draft option requires a connected Microsoft account.
You can revoke or extend share links from the share settings.