Send a submittal to a respondent

  1. At the submittal listing page, select the submittal to view the details.
  2. Make sure that at least one respondent is listed in the Respondents section.
  3. Select Actions > Send Submittal To Respondents.
  4. Select an email Template from the dropdown.
  5. Select Ok.

    The email message displays.

  6. Optional: To show all recipients and CC list at the bottom of the email, select the respective option.
  7. Optional: To send the email only to the first CC recipient, select Send CC only for 1st recipient in the CC List section.
  8. In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
  9. Optional: To upload attachments, select Choose File in the Email Upload Attachments section to find and upload files from your local drive.
  10. Optional: Review and update the email Subject as needed.
  11. Review the Body of the email.
  12. Select Send Email.