Schedule your pending transmittals to send automatically

As pending transmittals accumulate after updates to document folders and bid packages, project team members can opt to schedule a time of day for them to be automatically sent to all related contacts.

To schedule your project's pending transmittal distribution, follow the steps below.

Step 1:  Go to the transmittals manager

Navigate to your transmittals manager.

Step 2:  Go to "Pending Transmittals"

Click on the "Pending Transmittals" folder.

Here you will see a list of transmittals that have been automatically prepared, but not yet sent.

The most recently prepared will appear at the top of the list, with the company name, transmittal number and related module (i.e. Document Folders or bids).

 

Step 3:  Click the "AUTO SEND" button 

Click the "AUTO SEND" button on the top right-hand side of your screen.

Step 4:  Select a time and save

Click on the "Once Per Day" option then select the time picker below to set a time of day when transmittals are to be automatically sent to recipients.

After selecting a time, click the "SAVE" button.

Example:  Auto-send Pending Transmittals