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A Transmittal is a formal cover sheet for documents sent or received outside the project team. Use them when delivering drawings, specifications, samples, or any other document that needs a tracked record of who sent what to whom on which date.

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Open Transmittals

  1. Select the project.
  2. Open Transmittals from the sidebar.

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Create a Transmittal

  1. Select Create Transmittal.
  2. Enter the Transmittal Number (auto-incremented or manual).
  3. Set From (your company) and To (recipient).
  4. Choose the Delivery Method: hand-delivered, courier, mail, email, FTP, other.
  5. Add line items for each document being transmitted.
    • Description, quantity, format (paper, electronic, sample).
  6. Add a purpose note (for record, for review, for approval, etc.).
  7. Save and generate the cover sheet PDF.

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Send the Transmittal

  1. Generate the PDF cover sheet.
  2. Send the PDF and the actual documents through the chosen delivery method.
  3. Mark the transmittal as Sent when delivery is complete.

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Track Status

  • Draft — being prepared.
  • Sent — delivered to recipient.
  • Received — recipient acknowledged receipt.
Use the log to confirm what was sent, when, and to whom.