Collaboration Portal

Submittals list

Shows a list of submittals linked to the authorized submittal recipient's account

Search bar and Filter list

Use the search bar to enter a query or select an option from the filter list to refine your search by status. The options are:

• Draft

• Submitted

• Rejected

• Approved

Submittal information

Displays the submittal name, number, associated opportunity and property, along with the date and time of the last update.

Status

The status field indicates the current stage of the submittal, such as Draft, Submitted, Pending, Rejected, or Approved. It provides a quick reference to the submittal’s progress and helps you manage your workflow by understanding what actions are required next.

Amount

Read-only. The monetary value linked to the submittal.

Add new submittal

Select this button to create a new request for the service contractor in the Aspire Desktop application. When you click the button, the New submittal screen displays.

Status

The status field indicates the current stage of the submittal, such as Draft, Submitted, Pending, Rejected, or Approved. It provides a quick reference to the submittal’s progress and helps you manage your workflow by understanding what actions are required next.

Submittal information

Displays the submittal name, number, associated opportunity and property, along with the date and time of the last update.

Due Date

Displays the deadline for reviewing and responding to the submittal. Once set, the due date cannot be changed, ensuring clear accountability for all stakeholders.

Amount

The monetary value linked to the submittal.

Description

A field to enter a summary or details about the submittal. This description helps you quickly identify the purpose or key points of the submittal.

Attachments

Allows you to upload and view files relevant to the submittal. These can include plans, specifications, or other required documents for review.

Timeline tab

Select the Timeline tab to view the Submittal History, which logs all actions taken on the submittal, including status changes, updates, and any correspondence. This ensures full traceability and accountability.

Submittal actions button

Select this button to choose options to Approve or Reject the submittal. The status bar across the portal and the Aspire system updates depending on your selection.

Submittals list

Select this button to go back to the list of submittals.

Submittal name

Required. Enter a descriptive name for the submittal to help identify it within the project.

Due Date

Displays the deadline for reviewing and responding to the submittal. After sending the submittal, the due date is locked for accountability.

Contractor

Required. Select the contractor responsible for the submittal from the dropdown list. If the contractor you need is not listed, contact your Aspire representative to assign the contractor to the project. A tooltip in the application provides additional guidance.

Attachments

Upload, view, or delete files relevant to the submittal, such as plans, specifications, or other required documents. The maximum file size is 40 MB and you are limited to five items per upload.

Description

Enter a detailed description of the submittal. Use this field to provide the context, specifications, or any additional information necessary for the review.

Send submittal

Select to submit the submittal to the contractor, locking the due date and attachments.

Save

Save the submittal as a draft to complete or send at a later time.

Cancel

Discard changes made to the submittal without saving.