How Do I Create And Send A Transmittal?

Transmittals are created as a part of the Submittal process. From the left side navigation click on Submittals and change the tab to Transmittals and click Create New

  1. Prepare Transmittal with Recipient Name, CC and Remarks

2. Check Box to mark what the Transmittal is FOR:

  • Approval/Action
  • Information
  • Use as Requested
  • Comment
  • Distribution
  • Other

3. Check box for The Following: to mark if it relates to:

  • Specifications
  • Drawings
  • Digital Files
  • Submittals
  • Other

4. Items

On the Item(s) ellipses Select to Add:

  • Submittal Items
  • Add blank Row

5. Select names for distribution and Save

This will return you to the Transmittal List Screen

Click the ellipses next to the transmittal and select Send to open email window.

Enter desired text in the e-mail and Send.

NOTE: If you choose to Reuse a Transmittal, the record of the previous transmittal being sent will be located in Correspondence. To view click on Email>Correspondence>Transmittals