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
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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.
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Different
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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
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The tools drop down on the right hand side of the Transmittal provides you with some additional features.
Create Tender
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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
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From a Distribution Transmittal you can select the View in Publication Space option to see just those documents distributed within that DTX in the Publication Space
Remove Attachments from a Distribution Transmittal
To remove an attachment - simply click on the trash can icon.
And confirm the changes.
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