TRACE / CONNECTED PROJECT WORKFLOWS
RFI & Submittal Management Software
Keep questions, responses and review responsibilities connected.
Capabilities depend on module, access, source readiness and configured services. AI prepares and explains; authorized people approve.
Platform: RFIs, submittals and communications 10 entries
Manage the formal exchange of questions, responses and review packages.
Module and source availability apply- RFI register
Track questions, subject, responsible parties, references and current review status.
- RFI supporting context
Associate specification sections, plan references, related submittals and governed attachments.
- RFI response workflow
Record the authorized response, route it through configured review and retain sealed history.
- Submittal register
Organize packages by specification section, assigned parties and review clocks.
- Submittal review
Capture dispositions, review stamps, certifications and accountable finalization.
- Unsigned and sealed artifacts
Preserve supported original/unsigned material alongside the accountable review record.
- Branded record documents
Produce supported RFI, submittal, change-order and payment-application covers from the record and account branding.
- Issued transmittal register
Maintain append-only issued-document history and source associations.
- Meeting management
Prepare agendas, record minutes and action items, and finalize supported meeting records.
- Communication preparation
Preview or print supported records and prepare communication through the configured workflow.
Draft generation and document export are separate from sending, issuing or approving a record.
Source and availability details ↗See the workflow with your team.
Use a working session to review the records, responsibilities and configuration your project needs.