Transmittals

Owned by Damith Samarakoon
Last updated: Mar 11, 2024 by Usman Shahid
4 min read

How to View Transmittals 

1. Go to Publication Space.

2. Expand the Transmittals option.

3. 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 transmittal is generated automatically by the system when a user downloads documents.

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 or 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 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 - this lets you create a tender package (if the module is available on your project) with the documents on the transmittal. 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 distributed documents directly within the Publication Space

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.