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Construction Submittals

Accelerate Construction Submittals Template 1996 creation, negotiation, and execution with airSlate SignNow.

What construction submittals are

Construction submittals are project documents submitted for review before materials, equipment, or installation work proceeds. They can include shop drawings, product data, samples, schedules, method statements, and related approvals. A contractor uploads the package, places or confirms fields, assigns reviewers, and sends it through signNow for electronic completion. Each signer reviews the assigned information, signs or approves, and receives a completed copy. The signed submittal and audit trail can then be linked to the project file, helping document who approved what and when.

Features that support construction approvals

Construction teams can structure each submittal around its approval path, preserve review evidence, and connect the completed record to the project file.

Field placement

Upload shop drawings, product data, samples, and approval sheets, then place signature, initials, date, and text fields where project reviewers must act.

Role-based routing

Assign submittal sections to contractors, architects, engineers, owners, and suppliers so each participant receives the information requiring review.

Audit trail

Capture signer identity, timestamps, IP information, and document activity in an audit trail that supports project closeout and dispute review.

Reusable templates

Reuse approved field layouts for recurring product data and material submittals while preserving project-specific values and attachments.

Mobile review

Send a signing link to an on-site reviewer or complete the package from a mobile device when project coordination occurs outside the office.

Record storage

Store the signed construction submittal and completion record together with drawings, specifications, and correspondence for controlled retrieval.

Who benefits from construction submittals

The workflow fits construction businesses that must coordinate technical review, approval sequencing, and complete project documentation across organizations.

  • Small specialty contractors use construction submittals to send product data, shop drawings, and installation approvals without coordinating repeated office visits or paper exchanges.
  • General contractors and construction managers route each submittal through architects, engineers, owners, and suppliers while maintaining a traceable approval sequence for the project record.
  • Enterprise builders use templates, integrations, and centralized controls to manage high-volume material approvals across multiple projects, offices, and external participants.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Connect construction submittals to project systems

Connect construction submittals with project, document, CRM, ERP, and collaboration systems to reduce duplicate entry and keep approvals connected to project records.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

How construction submittals move through signNow

The signNow workflow turns a prepared construction submittal into an assigned, signed, and retrievable project record.

  • Upload package: Upload the construction submittal package, including shop drawings, product data, samples, and approval instructions.
  • Set approval fields: Review detected fields, add missing signature or approval fields, and assign every field to the responsible project participant.
  • Send for review: Send the submittal by email or signing link, allowing each assigned reviewer to inspect and complete required fields.
  • Store evidence: Download the completed submittal and audit trail, then store both with the project’s controlled records.
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What the construction audit trail records

The audit trail supplements the signed submittal by documenting participant activity and completion evidence for project administration and later review.

01

Signer authentication:

Records the authentication method used by each assigned construction submittal signer.
02

Timestamp capture:

Captures when each reviewer opens, signs, approves, or declines the submittal.
03

Document integrity:

Associates the completed construction submittal with its recorded document activity.
04

Activity history:

Creates a traceable history showing changes and participant actions during review.
05

Completion sealing:

Preserves the completed file with its certificate and audit evidence.
06

Audit export:

Allows authorized users to retrieve or export records for project review.

Process construction submittals in four documented stages

Move each construction submittal from preparation through approval and archival while preserving the signed record and audit trail.

01

Prepare submittal package

Review drawings, specifications, quantities, and required approvals before upload.
02

Deliver to signers

Add project stakeholders, assign fields, and send the completed package through signNow.
03

Complete signer review

Signers review assigned fields and complete approvals from the email or signing link.
04

Archive completed records

Download the signed submittal and audit trail, then store both with project records.

Find and fill out the correct submittal form template

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
*1996 FL Hollywood CM 401 [1996-06-25] 19964.8 Satisfied (16832 Votes)

Risks from incomplete submittal records

Missing audit trail

Weak evidence

Unclear signer intent

Approval dispute

Unsigned revision used

Version conflict

Incomplete project file

Record loss

Construction submittal retention schedule

Retention depends on the contract, project record category, and any federal rule attached to the record’s subject matter.

01

Contract-defined project period

Project contract and specification requirements control the retention period; verify the applicable agreement.
02

Three years from tax filing

Three years from filing under IRC §6501(a), when the record supports federal tax reporting.
03

Six years for major understatement

Six years when income understatement reaches 25% under IRC §6501(e).
04

Five years after injury year

Five years following the year under 29 CFR §1904.33, if tied to OSHA injury records.
05

Thirty years for exposure records

Thirty years under 29 CFR §1910.1020, if the submittal contains exposure records.

Best practices for construction submittals

A controlled submittal process connects technical content, assigned approvals, signer evidence, and retention requirements in one project record.

Identify every project revision

Name the project, specification section, revision, responsible reviewer, and required response directly in the submittal package. Confirm that every attachment matches the referenced revision before sending. This reduces approval ambiguity and helps the completed record remain understandable after project closeout.

Assign fields to responsible reviewers

Use signNow fields for signatures, initials, dates, comments, and approvals rather than relying on untracked email responses. Assign each field to the responsible participant and verify the signing order before delivery to prevent an incomplete approval chain.

Archive the signed package

Export the signed submittal and audit trail after completion, then preserve them with the related drawings, specifications, transmittals, and change records. Apply the contract’s retention schedule and any applicable federal recordkeeping rule to the stored file.

Control project access

Limit template and sending permissions to authorized project personnel. Review external recipients before delivery, avoid unnecessary personal information, and use stronger signer authentication when project policy or the sensitivity of the records requires it.

Privacy and disclosure pitfalls

  • Sending a shop drawing revision without identifying the revision date can leave reviewers approving a different version than the one installed.
  • Collecting approval by email without assigned signNow fields makes signer intent, approval order, and the final approved document harder to establish.
  • Including unnecessary worker, owner, or supplier personal information can expose data beyond the project participants who need access.
  • Saving the signed PDF without its audit trail can weaken the project file’s evidence of signer identity, timing, and document activity.

Security for construction project records

Transport encryption:

TLS 1.2/1.3 in transit

Stored document encryption:

AES-256 at rest

Security assurance:

SOC 2 Type II certified

Information security:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Audit evidence:

Detailed signer activity

Recommended construction submittal setup

Configure the workflow around reviewer identity, approval evidence, project retention, encryption, and controlled access to construction records.

SettingRecommendation
Authentication methodEmail verification with SMS OTP when required
Signature typeTyped or drawn electronic signature
Audit trailRetain the completed audit trail with the submittal
Document retentionFollow the project contract and applicable federal rule
EncryptionTLS 1.2/1.3 and AES-256 protection
ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

Construction submittal troubleshooting

Resolve field, signer, evidence, plan, and legal-scope questions before treating a construction submittal as approved and complete.

Upload the complete shop drawing or product data package again, then review signNow’s detected fields before sending. Add missing signature, date, approval, or comment fields manually and assign each field to the correct contractor, architect, engineer, or owner.

Construction submittal approvals can generally use electronic signatures when the parties demonstrate intent, consent, attribution, and record reproducibility under ESIGN and applicable state law, including UETA or New York ESRA. Contract requirements may still require additional project controls.

Use signNow’s audit trail to preserve signer activity, timestamps, and completion evidence with the signed construction submittal. Download both records together and retain them under the project contract and any applicable federal recordkeeping rule.

Business plans include audit trails, templates, and legally binding eSignatures. Business Premium adds bulk send and kiosk mode, while Enterprise adds advanced signer authentication. Select the plan according to the number of submittals and project control requirements.

If a reviewer cannot open the signing link, verify the recipient email, resend the invitation, or provide the generated signing link through an approved channel. The reviewer can complete assigned fields without changing the construction submittal’s controlled content.

Do not use a construction submittal workflow for a will, court order, family law decree, or another ESIGN exception. Those records may require a different legally prescribed process, including paper execution or official filing under applicable law.

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