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.

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