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Authors for Distributing Documents
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Image AddedAuthors for Distributing Documents

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bgColor#DEEBFF

Set who can author distribution transmittals.  

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Automatic Distribution Set Up

Set
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Image AddedAutomatic Distribution Set Up

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borderColor#BBBBBB
bgColor#DEEBFF

Set how you want new revisions to be distributed to previous recipient(s).

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width50%


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borderColor#bbbbbb

Image AddedConfigure Default Columns for Transmittals

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borderColor#BBBBBB
bgColor#DEEBFF

Customise the register view of transmittals/distribution transmittals/workflow transmittals.  

Click Here >




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borderColor#bbbbbb

Image AddedCustom Fields on Transmittals

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borderColor#BBBBBB
bgColor#DEEBFF

Need to provide extra information on distribution transmittals, you can do this by creating custom fields.  

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Image AddedDistribute Placeholders

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borderColor#BBBBBB
bgColor#DEEBFF

Allow users to distribute placeholders. 

Click Here >




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Image AddedDue Date for Open Transmittals

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borderColor#BBBBBB
bgColor#DEEBFF

Set the due date for open transmittals.

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Reference Numbering for Transmittals
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Image AddedReference Numbering for Transmittals

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Have from and to company codes or user field codes in the transmittal reference numbering.  

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borderColor
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Image AddedHide the Split Button on Transmittals

Chose
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borderColor#BBBBBB
bgColor#DEEBFF

Choose to hide the split button on the TX or DTX or both.

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#bbbbbb
50%

Image AddedStamp Creation

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20
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Stamp Creation

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#DEEBFF

Want to create a stamp that you can use on your documents in publication space, eg FOR CONSTRUCTION, PRELIMINARY etc.

  

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Statuses for Transmittals

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Image AddedStatuses for Transmittals

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borderColor#BBBBBB
bgColor#DEEBFF

Need more than open and closed for statuses on your transmittals?  Learn how to add your own.

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bgColor#F0F0F0
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SectionFrequently Asked Questions