Adding an Agent to a Submittal

Step 2: Click the submittal link under the Type column header.

 

The image on the left displays a detailed view of the submittal workbench known as the Submittal Component List.

 

To add an agent to this Submittal:

 

  1. Click on the submittal label in the "Type" column of the Component List.

 

This will activate the Add Agent page; allowing you to add an agent to the submittal.  Once you have added an agent, the status of the submittal will change from Incomplete to Complete.

The eAppoint Workbench

 

 

 

 

 

 

Proceed to Step 3.