Export a transmittal

To export a transmittal, follow the steps below.

Step 1:  Go to the transmittals manager

Navigate to your transmittals manager.

Step 2:  Go to a transmittals folder

Click on the "Pending", "Sent" or "Received" transmittals folder (depending on the location of the transmittal you wish to export).

 

 

Step 3:  Click the overflow button

Click the overflow button on the right-hand side of the related transmittal block, then select "Export" from the menu.