ForemanFOREMAN

Specifications & submittals

Use the Selections kind to send a client a sign-for-review document covering specifications and submittals.

When you need a client to review and sign off on specifications or submittals — finishes, fixtures, material selections — you send a Selections record. It's a kind of Client Agreement built for sign-for-review documents.

Create a selections record

  1. From Records, click Create Record.
  2. Pick the Project, then choose Selections under Client Agreements.
  3. The builder opens.

Fill in the document

  1. Edit the document title and the Description to lay out what you're asking the client to approve.
  2. Add the relevant plans, spec sheets, or images as attachments.

Note

The Selections kind is a sign-for-review document — it doesn't carry a priced line-items table. Use it to get sign-off, not to bill.

Send for sign-off

  1. Add the client in the side panel's Recipients section, with Signature? on if you want a signed approval.
  2. Click Send.
  3. The client reviews and signs from their portal — see Contracts & eSignatures for how signing works.

Tailor the document

You can adjust the heading label and the default intro and closing text for this kind so every selections document reads consistently — see Record templates.

Don’t see this?

If you can't send the record, your role may not allow sending Client Agreements. Ask your organization owner.
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