How to Use the Submissions Workflows

This article is a guide to using Submissions workflow on FastDraft.

This guide contains the following:

• Introduction
• How to use the Submissions workflow
• How to Reply to a Submission

Related articles:

• How to use the Submissions with Quote Workflow

Introduction

The Submissions workflow in FastDraft is used for various tasks that require acknowledgement or acceptance. For example, tasks under Contractor's Proposals (16.1-3). Other examples of why you might use the Submissions workflow include:

• particulars of design (21.2)
• details of a replacement person (24.1)
• certificates of insurance (84.1)

Notifications within FastDraft are generally a one way process, notifying the other party of something, for example, a change of address. 

How to use the Submissions workflow

In the left-hand navigation panel, select either Contractor or Project Manager Submissions, depending on which party you are, from underneath Submissions.

Select Create New.

Fill in the fields below, entering a Subject, selecting a Type from the clause list, and add any relevant comments/information in the Submission box. Once you're ready, select Create Draft.

If you need to add any attachments, you can do it once you've created your draft.

Note: Attachments cannot be added after a draft has been communicated, so make sure you double check you've attached everything you need before moving onto the next step.

Once you're happy, select Communicate Submission

Select Communicate

How to Reply to a Submission

In the Submissions Register, when a Submission is awaiting a reply you will be able to identify this by its status.

Click into the Submission, and then select the Reply tab

Select an option from the Submission Acceptance dropdown

Enter your comments, and attach any relevant files

When you're ready, select Send Submission Reply

Select Send Reply

The Submission's status will now say Accepted