Sharing a Procurement Log

What it does

You can share your procurement log with external parties (general contractors, project managers, clients) by generating a public share link. Recipients can view the log without needing a Submittal App account.

How to share

1. Go to Procurement and open the Procurement Log tab.
2. Click the Share button.
3. A unique share link is generated. Copy it to your clipboard or send it directly via email.

What shared viewers see

The shared view shows a read-only version of the procurement log with item descriptions, statuses, dates, and tracking information. Viewers can export data but cannot modify anything.

Managing shares

• Revoke — disable a share link so it no longer works.
• Extend — extend the expiration of a share link.
• Share links may require a passkey for additional security.