Saving a Submittal Draft Email

How to save a submittal as a draft

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over a week ago

If you start a submittal and need to finish it later, you can save the email as a draft and revisit it when ready by using the Save as Draft option.

When you're ready to revisit your draft, you can access it again by double-clicking on the Submittal via the Submittals Grid.

If you save a draft submittal and would like to delete it, you can select the submittal you wish to delete and select Delete.


What's Next?

Learn more about the Submittal Items Grid below!

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