The draw has been created, all draw documents have been uploaded and assigned, all rules have been reviewed, and the draw has been approved. It's time to send the draw package to various stakeholders.
A final review should be done on the draw 'Reviews' tab for a final check of the automatic and manual rules. When you are ready, click the 'Package Draw' button.
Package and Arrange Draw
Within the 'Package Draw' modal, select the documents that should be included in the draw request. You can customize ordering and inclusion/exclusion of documents and section markers. The Draw Summary can also be included as a PDF in the draw package.
To add a document or section marker, click on the blue + icon associated with the document/section marker you want to include
To remove a document or section marker, click on the X icon associated with the document/section marker you want to exclude
To rearrange the order of documents or section markers, click on the ellipsis icon associated with the document/section marker you want to move, and drag and drop it
You can preview documents by clicking on the blue "eye" icon next to each document, or preview the draw package by clicking 'Preview (.pdf)'. Once satisfied with the draw package, click 'Send Draw'.
Note: Once an edit has been made to the draw package list, the order is remembered and reinitialized in that order. Documents that have been added since the last edit will be listed in the 'New Documents' list, and documents that were excluded in the last edit will be listed in the 'Excluded Documents' list. Any documents that were moved from the draw or deleted will no longer be listed in the draw package.
Within the 'Send Draw' modal, add any summary notes. These notes appear in the body of the Rabbet generated email. Click 'Next'.
Select the Stakeholders to whom the draw should be sent. Click 'Next'.
Review the draw email preview. Once satisfied with the final draw request, click 'Send'.
You will also get a copy of the Draw Submission in your email inbox. The recipients of the email have an option to download draw package or log into Rabbet to view the draw package interactively.
Check out this article to learn more about the various draw summary formats that your draw recipients can receive:
Resend a Draw with Updates or Send to New Recipients
To review the list of recipients of a previously submitted draw, navigate to the 'Reviews' tab within the draw.
If changes are made to a draw that has been previously submitted, you will receive a warning message prior to saving the changes (this warning is only shown once).
Once the changes have been completed and the draw is ready for re-submission, click 'Package Draw' to begin the flow outlined above.
Be sure that any prior recipients to whom the updated draw should be sent are checked in the Stakeholders selection step. Also add any new Stakeholders to whom the draw should be sent.
The draw email preview now includes 'update' language for the stakeholder recipient. Click 'Send'.
Do you have questions or feedback? Please email us at help@rabbet.com