Edit an Existing Submittal Status

Overview

In this article, you will learn how to edit an existing submittal status for your company's workflow. 

Locating the Submittal Workflow Settings

Your company's submittal workflow settings are located within the main Settings screen under the Submittal Workflow link. Note: The options available in the Settings screen may vary depending on your currently assigned security role. 

Edit an Existing Status

To edit an existing submittal status, select the Edit action button next to the status that you would like to update. 

This will open the edit window where the status' settings are located. Make any necessary edits and then select the Save button to confirm the updates.