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Creating a Transmittal

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    To create a transmittal:

    1. Navigate to: Document ManagementTransmittals.
    2. Click New on the toolbar.
      • The General tab is open by default.
    3. Fill in the necessary information. See Transmittals Fields for more information.
    4. Click Save on the toolbar.
      • You can print the transmittal by clicking View; then selecting the Filedrop-down list in the browser; then click Print.

    An alternate way to create a Transmittal from a Submittal is to click the Transmit button on the toolbar of the Submittals log.