Create a Transmittal

1 minute
5 months ago

Create a Transmittal

Perform the following steps to create a transmittal for a submittal.

To create a transmittal

Scroll to the bottom of the Return Submittal page and select Return with Notification.

On the Select Users page, select the Transmittal checkbox next to the names of the transmittal recipients.

Select the Delivery option and set the number of copies as needed.

Scroll to the bottom of the page, add any Transmittal Notes as needed and click Send. The transmittal notes appear on all transmittals created at this time.

Scroll down the Transmittal History section of the returned submittal, find the recipient and select the printer icon next to their name. Print the transmittal and send it with the submittal samples, mockups, or other items as needed.