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Procore (en-GB)

Email Submittals (iOS)

Also available on android-gray-icon.jpg web-gray-icon.jpg

Objective

To email a submittal from your iOS mobile device. 

Things to Consider

  • Required User Permissions: 'Standard' or 'Admin' on the project's Submittals tool.

Steps

  1. Navigate to the project's Submittals tool from an iOS device.
  2. Tap the submittal you want to email.
  3. Tap Email icon-email.png.
    email-submittal-ios.png
  4. Tap into the following fields to enter the appropriate information:

    • Subject: The default subject will be auto-populated with the submittal's name and number. Tap the 'Subject' field to edit the subject.
    • To: Tap the 'To' field to select the user(s) or groups who will receive the email.
    • CC: (Optional) Tap the 'CC' field to include other users you want to copy on the email. You will automatically be copied on the email.
      • On the 'Select CC Recipients' screen, select the button next to each user you want to include in the CC list and tap Done.
    • BCC: (Optional) Tap the 'BCC' field to blind carbon copy other users on the email. 
      • On the 'Select BCC Recipients' screen, select the button next to each user you want to include in the BCC list and tap Done.
    • Description: (Optional) Tap the field to enter text that will appear in the body of email.
  5. Tap Send.