Send transmittals when sharing document folders (automatically sent)

After sharing selected document folders with your project team members or contacts from outside of your organisation, a transmittal email notification is automatically sent containing a transmittal pdf file and a button to download all related transmittal plans/files.

To share whole document folders, send a transmittal and view the related transmittal record, follow the steps below.

Step 1:  Share folders

To learn how to share document folders, see this article.

Step 2:  Go to your transmittals manager

Navigate to your transmittals manager to view the related sent transmittal record.

 

Step 3: View "Sent Transmittals" record

Click on the "Sent Transmittals" folder, then click on the related transmittal.

The most recently sent transmittals will appear at the top of the list, with the company name, transmittal number and date sent displayed.

A "viewed" date stamp is displayed which appears after recipients either download the transmittal files or view them online.

After clicking into the transmittal, you will see an "INFORMATION" and "DOCUMENTS" tab.

The "INFORMATION" tab displays the sender/recipients and other details. The "DOCUMENTS" tab displays all plans/files that relate to the transmittal. Each file can be viewed online by clicking them.

See some examples of the transmittals interface below.

Example: transmittal sent for document folder updates.

Example: transmittal sent for document folder updates - information tab.

Example: transmittal sent for document folder updates - information tab.

Example: Transmittal pdf file

Note: whenever plans/files are added or superseded in your document folder, transmittals are automatically prepared for everyone with shared access in the "Pending Transmittals" folder of your transmittals module. See this article for more details.

If you have any questions about document transmittals, shoot us an email at [e-mail] and our customer success team will be in touch.