Transmittals Set Up

Authors for Distributing Documents

Set who can author distribution transmittals.  

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Automatic Distribution Set Up

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

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Configure Default Columns for Transmittals

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

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Custom Fields on Transmittals

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

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Distribute Placeholders

Allow users to distribute placeholders. 

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Due Date for Open Transmittals

Set the due date for open transmittals.

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Reference Numbering for Transmittals

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

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Hide the Split Button on Transmittals

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

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Stamp Creation

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

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

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