A transmittal is a word document that summarizes the details of a submittal package. The name of the package, and a list of all submittal items the package is comprised of are listed in a transmittal. Details for each submittal item are also included such as item numbers, categories, statuses, and notes. If submittal mail merge template(s) have been assigned to the project, the transmittal will automatically render according to the template on file. If more than one template it assigned to the project you will be prompted to make a choice.
A transmittal can be used in a number of ways. They are often used as a cover sheet when sending hard copy materials to the submittal coordinator. Optionally, a transmittal can also be attached to a submittal package before it's sent to the submittal coordinator to maintain a paper trail of physical materials.
To generate a transmittal
- Go to the Submittal module.
- From the Project Menu, click Submittal Packages.
- Select a package.
- Click Generate Transmittal.
- If more than one Submittal mail merge templates is assigned to the project, you will be prompted to make a choice. Click the drop-down list and make a selection.
For instructions, see Access the Submittal Module.
Related Topics: