Issue a Transmittal

Transmittals are issued to send project documents to another user.

To issue a Transmittal:

  1. On the Home page, Select a Project on which to issue the Transmittal.

The Project details display on the Home page.

  1. From the Project menu, select Transmittal.

The Transmittal Search page displays.

  1. Click .

The Transmittal Edit page displays.

  1. Complete all necessary fields:

    Note: The document number is populated in sequence based on the project.

    1. Enter a Subject.
    1. To select recipients on which send the Transmittal, perform one of the following:

    Tip: To change a user's email to which you want to send the Transmittal, click Edit, select the address, and click Save. To remove a user from the Recipient List, click Delete.

    To attach related documents:

    1. Select a Document Type.
    2. Using the Start Typing to Search, select the document you want to attach.
    3. Click .

    Note: Any Related Documents will display document details.

  1. Complete any additional fields:
    1. Attachments
    2. Private Comments
  2. To action the Transmittal, select one of the action buttons from the top toolbar:
  1. Click for info on issuing a document to issue the Transmittal and send the selected participants an e-mail notification. For more information, see Issue a Document.
Who's next?
Identified recipient(s) to review the Transmittal.
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. to issue the Transmittal and do not send the selected participants an e-mail notification. For more information, see Issue a Document.
Who's next?
Identified recipient(s) to review the Transmittal.
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Transmittal to issue or edit later. For more information, see Save a Document.