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Managing Submittals and Approvals

Create, send, and track formal submittals for materials, shop drawings, and specs, with multi-recipient review, file attachments, and approval status tracking.

Written by Support
Updated today

Overview

Submittals are one of the most important communication tools on a construction project. They give contractors a formal way to present materials, equipment specs, shop drawings, and installation methods to decision-makers and give architects, engineers, and owners a structured process for reviewing and approving them before work proceeds.

Without a proper system, submittal tracking becomes a mess of email chains, lost attachments, and unclear approval status. Structur brings the entire submittal process into one place, so you can create, send, track, and manage approvals for every submittal on a project with a full record of who reviewed what and when.


Understanding Submittals

What It Does

Structur's Submittals feature allows you to:

  • Create formal submittal records tied directly to a project

  • Assign a submittal manager responsible for each item

  • Categorize submittals by type using pre-defined options or custom types you create

  • Link submittals to a specific subcontract for full traceability

  • Add multiple recipients including architects, engineers, and subcontractors, who need to review or approve

  • Attach files and documentation directly to the submittal record

  • Send submittals via email notification so recipients can take action immediately

  • Track approval status as recipients approve, reject, or add their own submissions and files

When to Use It

Submittals are most valuable when you need to:

  • Get formal approval on materials, equipment, or methods before installation begins

  • Create a documented record of what was submitted, to whom, and when

  • Coordinate review between multiple stakeholders, architects, engineers, owners, and subs

  • Manage shop drawings, product data sheets, samples, or operation and maintenance manuals

  • Maintain a clear audit trail for compliance, disputes, or project closeout


Step-by-Step Instructions

1. Navigate to Submittals

  1. Open an active project in Structur

  2. Click on the Project Management dropdown , then click on the Submittals option

You'll see all existing submittals for that project, along with their current status.


2. Create a New Submittal

  1. Click New Submittal

  2. Work through the submittal form, filling in each of the following fields:


3. Give the Submittal a Clear Title

Enter a title that clearly describes the content of the submittal. Good titles make it easy for recipients and your own team to identify what's being reviewed at a glance.

Example: "Structural Steel Shop Drawings - Level 2 Framing" is far more useful than "Shop Drawings" when you have multiple submittals in flight.


4. Select the Submittal Manager

Choose the submittal manager, the company user responsible for managing this submittal through the review and approval process. This person owns the item and should be the point of contact for any questions or follow-ups.


5. Choose the Submittal Type

Select the submittal type that best describes the category of information being submitted. You can choose from pre-defined types in Structur or create your own custom types to match your project's specific needs.

Common submittal types in construction include:

  • Shop drawings

  • Product data

  • Samples

  • Operation and maintenance manuals

  • Mix designs

  • Test reports


6. Link to a Subcontract

Choose the subcontract associated with this submittal. Linking submittals to subcontracts ensures full traceability, you can always see which sub is responsible for which items and keep subcontract documentation organized in one place.


7. Add Recipients

Add all stakeholders who need to review, provide input, or approve this submittal. This typically includes:

  • Architects - for design compliance review

  • Engineers - for structural or systems approval

  • Subcontractors - who need to submit supporting documentation or respond to comments

Every recipient you add will receive an email notification when the submittal is sent.


8. Write a Description

Enter a detailed description of the submittal. Use this field to provide context, reference specification sections, note any specific questions for the reviewer, or explain what action is required from each recipient.

A thorough description reduces back-and-forth and helps reviewers understand exactly what they're looking at.


9. Upload Files and Documentation

Attach all relevant files to the submittal, shop drawings, product data sheets, cut sheets, samples lists, or any other supporting documentation the reviewer needs to make their decision.


10. Send the Submittal

Once everything is filled in and files are attached, click Send Submittal.

All recipients will receive an email notification letting them know they have a submittal to review. From there, each recipient can:

  • Approve the submittal

  • Reject the submittal

  • Add their own submissions and files as part of their response

The submittal record in Structur will update to reflect the status as recipients take action.


Best Practices

  • Write descriptive titles from the start - Titles like "Electrical Panel Submittal - Building A" make it easy to track and reference specific items when you have dozens of submittals on a large project.

  • Assign the right submittal manager - This person should be actively involved in the review process and empowered to follow up with recipients who haven't responded.

  • Use custom submittal types when needed - If the pre-defined types don't match your project's workflow, create custom types to keep your submittal log organized and meaningful.

  • Link every submittal to the correct subcontract - This keeps your subcontract documentation complete and makes it easy to pull all submittals related to a specific sub at closeout.

  • Add all relevant recipients upfront - It's better to include everyone who might need visibility at the start than to chase approvals from people who weren't in the loop.

  • Attach complete documentation before sending - Incomplete submittals get rejected or delayed. Make sure all required files are attached before clicking Send.

  • Include a clear description - Reference the specification section, the drawing number, or the specific question you need answered. The more context you provide, the faster reviewers can respond.


Common Questions

Q: Can I use custom submittal types, or am I limited to pre-defined options?

A: Both. Structur includes pre-defined submittal types to cover the most common categories, but you can also create your own custom types within Structur to match your project's specific requirements.

Q: Do recipients need a Structur account to review and approve a submittal?

A: No. When you send a submittal, recipients receive an email notification that allows them to review, approve, reject, or add their own files, without needing to log in to Structur.

Q: What happens after I send a submittal?

A: All recipients receive an email notification. They can then approve the submittal, reject it, or add their own submissions and files as part of their response. The submittal record in Structur updates to reflect the current approval status.

Q: Can a recipient add files to the submittal as part of their response?

A: Yes. Recipients can add their own submissions and files when responding to a submittal - for example, a subcontractor providing a revised shop drawing or an engineer adding a marked-up document.

Q: Can I link a submittal to a specific subcontractor's work?

A: Yes. When creating a submittal, you can select the relevant subcontract to link it directly to that subcontractor's scope of work. This keeps all related documentation tied together and traceable.

Q: Can I have multiple submittals open at the same time on a project?

A: Yes. There's no limit to the number of active submittals on a project. The Submittals tab gives you a full list of all submittals and their current status, so you can manage multiple review cycles simultaneously.


Common Mistakes to Avoid

❌ Don't

βœ… Do

Use vague titles like "Submittal 1" or "Shop Drawings"

Write descriptive titles that clearly identify the material, system, or drawing set

Leave the description blank

Include specification references, drawing numbers, and specific questions for reviewers

Forget to attach files before sending

Upload all required documentation before clicking Send Submittal

Skip linking the submittal to a subcontract

Connect every submittal to the relevant subcontract for full traceability

Only add one recipient when multiple stakeholders need to approve

Add all decision-makers upfront so the review process isn't delayed by missing approvals

Assign a submittal manager who isn't actively involved

Choose someone who will follow up and own the item through to final approval

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