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Procore

Use Bulk Actions > Retrieve in the Submittals Tool

Objective

To use the Bulk Actions menu in the Submittals tool to retrieve a batch of submittals from the Recycle Bin. 

Background

Use the Bulk Actions > Retrieve menu command when you want to retrieve a batch of submittals from the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Submittals tool.
  • Supported Views:
    • The Bulk Actions > Retrieve menu command is only supported in the Submittals tool's Recycle Bin.
  • Additional Information:

Steps

  1. Navigate to the project's Submittals tool.
  2. Click the Recycle Bin link. Then:
    • To select all of the submittals in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the submittals in the list, mark the tickbox to the left of each desired submittal. 
  3. Choose Bulk Actions > Retrieve.
    This reveals a list of the selected submittals. 
  4. Click Retrieve
    A GREEN Retrieve Succeeded message appears when the retrieve action is complete. The system also removes the submittals from the Recycle Bin.