With the release of the Publication Space release, Transmittals have taken a back seat.
On iTWOcx projects that are using the Register for their document management, Transmittals were the core feature around which all things related to your document's revolved.
Now, the Transmittals (TX), while still generated in the background when any action is taken on the Publication Space, they are more of a record-keeping tool than what is used to interact with the Document Management process in the Publication Space.
How to view your Transmittals
To view the Transmittals for your project;
How to View Transmittals
1. Go to Publication Space on the menu.
2. Expand the Transmittals option.
3. This will now show all All the Transmittal types that are available for your project are shown.
4. Click on the type you wish to view.
5. This will then list all the Transmittals for that type in the middle screen.
6. Click on the one you wish to view and the Transmittal contents will be shown on the right-hand screen.
Different
...
Types of Transmittals
DBDN: Download Record
This type of TX transmittal is generated automatically by the system when a user downloads documents from a Transmittal.
DRI: Design Review Issue
This type of transmittal is generated when a user logs a new Design Review Issue.
DTX: Distribution TX
This type of transmittal is generated whenever a user distributes documents manually or automatically. (Administrators can set up automatic distribution via folder and via automatic distribution of previous revisions.)
TX: Transmittal
This type of Transmittal is generated whenever a document is uploaded to the system, and whenever a document is manually distributed to a useror when any action is taken on the publication space.
WTX: Document Review
This type of Transmittal is generated when a Workflow is created on the system.
Tools
...
Available on
...
Transmittals
There are a number of tools available on the Transmittals.
Basic
...
Tools
The 4 buttons lets you:
Download - Download the documents no the transmittal. Refer here for more information.
Distribute - Distribute the documents on the transmittal to other users. Refer here for more information.
Apply to Workflow - lets you take the documents on the current transmittal and send them on a Workflow for review. Refer here for more information.
Add to basket - Add the documents on the Transmittal to the basket. Refer here for more information.
Basket button - lets you access the basket directly (the count shows how many documents are currently in the basket).
Advanced
...
Tools
The tools drop down on the right hand side of the Transmittal provides you with some additional features.
Create Tender package Package - this lets you create a tender package (if the module is available on your project) with the documents on the transmittal. Apply Workflow - lets you take the documents on the current transmittal and send them on a Workflow for review.Refer here for more information.
View in Publication Space - lets you view the documents directly in the folder that are stored in , within the Publication Space.
Export to Excel - this will export your transmittal to an excel file.
Add to a Version Set - this will add the documents on the transmittal to be added to a version set. Refer here for more information.
The tools across the bottom right hand side are:
Print - Prints the transmittal to your local printer. Options available in print are: single copy, copy for each action person and print attached images.
PDF - downloads the transmittal as a PDF file for offline access.
Split - lets you split to another form type on your project - creating a link between the two documents.
Associate - lets you link the transmittal to another form or document that already exists on the project.
View in Publication Space - lets you view the documents directly in the folder that are stored in , within the Publication Space.
Export as PDF - lets you export the transmittal as a PDF file for offline access.
Hide the split button from Transmittals and Distribution Transmittals
This can be found on the Publication Space > Settings tab
Allow company codes to be configured in the Transmittal reference number
You can display the From-To company codes in TX and DTX references numbers by configuring them
The option can be found in Publication Space Settings > Transmittals
Then tick either From or To or both as required
Added ability to remove attachments from a Distribution Transmittal
We have provided the same flexibility our forms have when it comes to removing attachments to Distribution Transmittals.
Remove Attachments from a Distribution Transmittal
To remove an attachment - simply click on the trash can icon.
And confirm the changes.
