Transmitting an Item or Package

To transmit an item or package:

1. Navigate to: Document ManagementSubmittals.
2. Select your project from the Favorite Projects drop-down menu.
3. Click the radio button that corresponds to the Item or Package you want to transmit.
   • Items must be in a Package to be transmitted.
4. Click Transmit.
   • 
   • Transmit is available from multiple locations in the Submittals module.
   • Step 1 of the Transmittal Wizard opens.
5. Select the Recipient(s) of the Transmittal.
   • Optionally, notify the recipients by clicking the Notify checkbox.
6. Select the Sender of the Transmittal.
7. Enter a Subject for the Transmittal.
8. Enter the number of copies you want to forward.
   • You can manually enter the number of copies to forward by clicking the radio button to the left of the text field and typing in the number. That number will apply to each item included in this transmittal.
   • Or, allow Constructware to pull the copies needed for each Item and Package included on the transmittal from existing tracking data. This option allows each Transmittal Item to have a unique copy value. For this option, click the radio button to the left of the drop-down menu and select the appropriate value.
9. Specify the Due date (optional).
   • Specifying the Due date automatically populates the tracking data if it is blank for the corresponding transmittal recipient. If this field is left blank, Constructware pulls the Due date from existing tracking data.
10. Optionally, mark the Link Submittal Package to Transmittal.
11. Add or remove additional packages (optional).
12. Select the items from each package you want included on the transmittal.
13. Click Next.
    • Step 2 of the Transmittal Wizard, which is a follow-up confirmation window, opens, listing all of the transmittals created. You may close the window and return to the Submittals log or view or edit any of the transmittals in a pop-up window.