Transmittals Set Up
Authors for Distributing Documents
Set who can author distribution transmittals.
Automatic Distribution Set Up
Set how you want new revisions to be distributed to previous recipient(s).
Configure Default Columns for Transmittals
Customise the register view of transmittals/distribution transmittals/workflow transmittals.
Custom Fields on Transmittals
Need to provide extra information on distribution transmittals, you can do this by creating custom fields.
Distribute Placeholders
Allow users to distribute placeholders.
Due Date for Open Transmittals
Set the due date for open transmittals.
Reference Numbering for Transmittals
Have from and to company codes or user field codes in the transmittal reference numbering.
Hide the Split Button on Transmittals
Choose to hide the split button on the TX or DTX or both.
Stamp Creation
Want to create a stamp that you can use on your documents in publication space, eg FOR CONSTRUCTION, PRELIMINARY etc.
Statuses for Transmittals
Need more than open and closed for statuses on your transmittals? Learn how to add your own.