Project settings
Project settings control how a project behaves: its site address, RFI workflow, branding, and email rules.
Open project settings
Section titled “Open project settings”- Go to Left menu → Settings.
- On the project row, open the pencil menu.
- Click Update Project.
- Make your changes and click Update.
Project details
Section titled “Project details”| Field | Notes |
|---|---|
| Project Name and Description | |
| Legal Company Name, Company Address, Company Phone | Your company’s details |
| Project site address | The job site, not your office. Street address, country or region, city, state, province, or county, and ZIP, postal code, postcode, or Eircode. Used for the Home dashboard banner and automatic weather. |
| RFI Workflow Type | Parallel (default) or Sequential. See Parallel vs. sequential RFIs. |
| Company Logo | Your company logo for the project |
| Project Theme Color | Color for table headers and the project theme |
Supported countries and regions for the site address: United States, Canada, United Kingdom, Ireland, Australia, New Zealand, or not specified.
Project toggles
Section titled “Project toggles”| Setting | What it does |
|---|---|
| RFI Sequential Requires All | Sequential RFIs only. Off (default): one response completes a step. On: every reviewer on the step must respond. |
| Restrict Vendor Visibility | Subcontractors and consultants see only items assigned to them. |
| Weekly Open Submittal Summary | Emails a PDF of open submittals to project owners and managers every Friday. |
| Track Material Release | Adds released-on and estimated-delivery dates to submittals. See Material release tracking. |
| Include Stamp Page on Coversheet | Adds a second coversheet page with a consultant comments box. See Coversheets. |
| Notify Received From on Submittal Closed | Emails the Received From contact when a submittal changes from Open to Closed. |
| Submittal Email: Ball in Court Only | Create, update, and workflow emails go only to the actor and the current ball-in-court reviewers. Reminder recipients don’t change. |
| Delay RFI Notification Emails (10 min) | Waits 10 minutes before sending RFI create and update emails. Each edit restarts the timer. |
| Turn Off All Email Notifications | Stops most notification emails. Login codes, drawing upload notifications, and custom report emails still send. |
| Do Not Send Reminder Emails on Weekends | Skips RFI and submittal reminders on Saturday and Sunday. |
| Time Change Orders | Adds Days to change orders and Duration to contracts. See Time extensions. |
Personal notification preferences
Section titled “Personal notification preferences”There’s no separate personal notification settings page. Email behavior is controlled by:
- The project toggles above
- The Email Notifications switch on each create and update form
- Notify Users on list rows
See Email notifications for the full rules.
Frequently asked questions
Section titled “Frequently asked questions”Can a project manager change project settings?
Section titled “Can a project manager change project settings?”No. Only the project owner can open Update Project.
How do I stop SubmittalLink from sending emails on weekends?
Section titled “How do I stop SubmittalLink from sending emails on weekends?”Turn on Do Not Send Reminder Emails on Weekends. It skips RFI and submittal reminder emails on Saturday and Sunday.
How do I hide other subcontractors’ items from a subcontractor?
Section titled “How do I hide other subcontractors’ items from a subcontractor?”Turn on Restrict Vendor Visibility. Subcontractors and consultants then see only items assigned to them.
Can I get a weekly submittal report by email?
Section titled “Can I get a weekly submittal report by email?”Yes. Turn on Weekly Open Submittal Summary to email a PDF of open submittals to owners and project managers every Friday. For custom reports, use AI Workers.
How do I add my company logo?
Section titled “How do I add my company logo?”Open Update Project and use Company Logo.