Sending via Submittal Module

Last updated 6 months ago

Add Transmittal to Submittals

From Submittal Screen

  1. Check Boxes next to Submittal(s)

  2. Click on the Gear symbol

  3. Select Add Checked Submittals to Transmittal

Prepare Transmittal form and Save

Click the Ellipses on the Transmittal line and click Send

Customize E-mail and Send