Managing Architectural Submittals
In The XO, developers and builders have the ability to manage their architectural submittals in a one stop shop. See below for the article and scroll down to the bottom of the page for a tutorial video.
Architectural Submittals
The XO, allows approved users to see all architectural submittals that the builders have provided. This feature allows users to easily manage the approval process. To access pending Architectural Submittals, locate Architectural Submittals Page (Paintbrush icon on the left panel).
Filtering Submittals
Once on the page, users can view the list of all the architectural submittals and filter them by the status of each architectural submittal. Users can filter by submission by status. Simply, click on the filter button located in the top right-hand corner of the table to filter by status.
Approving Submittals
Step 1
In order to approve a submittal, first, locate the submittals waiting for approvals. Next, click the pending submittal that needs to be reviewed.
Step 2
Next, click to change the status of the submittal to "Approve" and provide any additional comments. Should more information be required, continue to step 3 under "Denying Submittals" deny and either upload a file or comments to provide additional feedback to the builder. Once completed, click update status and the approval will be sent to the builder.
Step 3
Last, the XO will update the architectural submittals to the approved section.
Denying Submittals
Step 1
In order to deny a submittal, first, click to view pending architectural submittals. Next, click into the pending submittal that needs to be denied and scroll towards the action items for that lot. See the icon highlighted in RED to proceed.
Step 2
Click to change the status of the submittal to "Denied" and provide any additional comments. Users can also upload a file to or add comments provide additional feedback to the builder. Once completed, click update status to submit the information to the builder.
Step 3
Now the specific architectural submittals will be shown under the denied section.
Related Articles
How Do to Provide Feedback for an Architectural Submittal?
In this article, users will learn to provide feedback on an architectural submittal. Whether approving or denying a submittal, the XO makes this process manageable and simple. Providing Feedback Step 1 In order to provide feedback for a submittal, ...Resubmitting an Architectural Submittal
If an architectural submittal has been denied, users can submit a revised version of an architectural submittal without losing the details of the original submittal. Note: scroll down to the bottom of the page for a video tutorial. Step 1 Find and ...How Do I Resubmit an Architectural Submittal?
If your architectural submittal has gotten denied, you can submit a revised version of an architectural submittal without losing the details for your original submittal. Resubmitting an Architectural Submittal Step 1 Find and click on ...Submitting an Architectural Submittal for a Build
How to Add an Architectural Submittal for a Build After completing the Add a Build form in The XO, the next step in the process is to submit architectural materials for review. Adding an Architectural Submittal for a Build Step 1 Locate the ...What To Do If My Architectural Submittal Is Denied?
If the architectural submittal is denied for a home under contract or a spec, the request will need to resubmit through the XO. Any feedback from the developer can be accessed within the existing submittal to understand why the submittal was denied. ...