Approval of submittals / document
BETA version - please provide feedback to the CxPlanner team
Within the files module, you can activate "Approval of submittals" in any folder. The approval is designed for submittals but can be used for any file type, e.g., approval of design drawings, O&M manuals, etc.
Only users with the project role of 'Admin' or 'Manager' can change the approval status.
To access the editing area navigate into the folder structure:
Within the files module, you can activate "Approval of submittals" in any folder. The approval is designed for submittals but can be used for any file type, e.g., approval of design drawings, O&M manuals, etc.
Only users with the project role of 'Admin' or 'Manager' can change the approval status.
Go to the folder structure
To access the editing area navigate into the folder structure:
Activate approval for folders
Updated on: 04/09/2025
Thank you!