Send transmittals when sharing selected plans/files (automatically sent)

After sharing individual files 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 selected plans or files from a folder, send a transmittal and view the related transmittal record, follow the steps below.

Note: sharing individual files with contact will not give them access to your document folder. 

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Select a file

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Tip: You can select all files in your folder by clicking on the checkbox on the left-hand side of the bottom-toolbar.

Step 3:  Click "SHARE"

Click on the "SHARE" button on the bottom toolbar to share your selected files.

Step 4:  Select contacts and add a note

Add one or more contacts you would like to share your selected files with by typing into the search field and selecting them from the list.

You can then add a note and click the "SHARE" button to finish sharing.

Step 5:  File share transmittal notification

After you share one or more plans/files, each contact receives an email notification like the one in the example below.

Recipients can click the "DOWNLOAD DOCUMENTS" button to download all related files and folders, or click "View Transmittal Details" the transmittal information and related files via the interface.

A record of the related transmittal is added to the "Sent transmittals" folder of your Transmittals module with all information, including a date/time stamp for download activity.

Note: users without Webuild accounts will be able to access files online via a "guest mode" interface with limited access.

Example: Transmittal pdf file

Step 6:  Go to your transmittals manager

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

 

Step 7:  View transmittal 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 selected files.

Example: transmittal sent for selected files - information tab.

Example: transmittal sent for selected files - documents tab.

If you would like to know more about transmittals, shoot us an email at [e-mail] and our customer success team will be in touch.