PROCORE - AE REVIEW | SUBMITTALS

Submittals – AE Review Process in Procore

1. Reviewing an individual Submittal Item

1. Reviewing a Submittal Item

A. In your email, open the "Action Required for Submittal" message.
B. If you are reviewing only one submittal item your email notification will look similar to the
email below:

C. From the email, click the View Online link in the gray box (shown above) at the top of the
email. (Be sure to open Procore with Chrome).
D. If you are not currently logged into Procore, you will be prompted to enter your login
information.

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E. When the submittal item opens, the screen will look similar to the image below. The top of
the screen will show a yellow banner stating that the item requires your attention.

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F. Scroll down to locate the blue link to the submittal’s Bluebeam Studio Session under
Description. (shown above)
If you right click on this link you will be given the option to open this link in a new
window in Chrome which will leave the original Procore window open so you may
return easily to submit your official answer.

After you choose open in a new window, a small window will appear similar to below.
Click on Open Bluebeam Revu.

G. Log in to your Bluebeam Studio Account.

1. Under the Studio icon, listed in Documents, will be the submittal for your review. Click
on this PDF to open an active session for markups.

2. The tools for your comments can be found under Markup.

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a. Be sure your color choice is set up prior to making your comments. To change
the color of your markups, click on the Settings Icon and change the color of your
markups by clicking the colored box under Appearance and updating the color
choice.
(1). If you would like to set a certain color as your default (you have to do this
for each TYPE of markup (text color, text boxes, lines, callouts…) set your
color and click on Set As Default.

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3. To place your stamp, use the Stamp tool under Markup. Scroll to your desired stamp
and place the stamp in the desired location.
a. Your stamp folder should be pathed to: H:\Library\Stamp Templates and choose
your correct stamp folder

b. When you have completed your markups, change your status to Finished from
the white drop down menu and click on Leave.
 You do have the ability to leave and return to your markups at a
later time. Bluebeam saves all of your work automatically.

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2. Respond to the Submittal in Procore

A. If you are ready to enter your official response to the submittal, (back in the Procore window)
choose a Response from drop-down menu next to Response and enter any additional
comments in the text field below.
Note: You must choose a 'Response' in order to move the submittal to its next stage
(i.e., the system requires you to enter a response other than 'Pending' in order to
send an automated email notification to alert users of the next required action.

1. If required, you may Attach any additional files.

2. Click Submit to finalize your response.

(Note: All other approvers and any members of the distribution list will be emailed upon
submitting your response. Your response will be logged in the 'Approver Responses'
section of the submittal.)

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