Sending Transmittals

Tasks>Transmittals>Create Transmittal

  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: to mark if it relates to:

  • Specifications

  • Drawings

  • Digital Files

  • Submittals

  • Other

4. Items

On the Item(s) ellipses Select to Add:

  • Additional Item lines

  • Submittal Items

5. Select names for distribution and Save

This will return you to the Transmittal List Screen

Click the Ellipse next to the transmittal and select Send

Enter desired Text in e-mail and Send