Creating a Transmittal

Tasks > Transmittals > Create Transmittal

  1. Enter the name of the recipient in the "To:" field. Simply begin typing their company name and PASKR will begin to search your contact database to narrow down your selections.

  2. Enter Subject

  3. Enter Sent by

  4. Check boxes for what the Transmittal pertains to

  5. Enter the Date

  6. Enter the Description

  7. Add Remarks to the text box

  8. Select who to distribute the Transmittal to as a CC at the bottom of the report.