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 1. SelectTo add user fields to Transmittals, go to Publication Space settings.

2. Click on the Transmittals tab.

3. Add custom fields by clicking on the Add custom field button.

4. You can set if these fields are required or not by clicking on the Required tickbox for each Field.

Transmittal user fields when uploading documents

1. After you have uploaded your drawings.

2. and are about to distribute them to users on your project you will be shown the user fields that must be filled out on Transmittals.

3. Please note that by default we ONLY display the REQUIRED, user fields.

4. If you need to view and fill out the other user fields that are on the Transmittal, please click on Show all fields.

Searching by Transmittal user fields

1. To do a search for Transmittals with a user field criteria of a Transmittal.

2. Go to iTWOcx Search by clicking on the search icon in the top right of the toolbar.


3. Select Transmittals are the form type.

4. And under Special fields you will find the Transmittal user fields.

5. Select the criteria you want and click on search.




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