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
To view the Transmittals for your project;
1. Go to Publication Space on the menu.
2. Expand the Transmittals option.
3. This will now show all the Transmittal types that are available for your project.
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 TX is generated automatically by the system when a user downloads documents from a Transmittal.
DRI: Design Review Issue
This type of transmittal is generated when a user logs a new Design Review Issue.
DTX: Distribution TX
TX: Transmittal
This type of Transmittal is generated whenever a document is uploaded to the system, and whenever a document is manually distributed to a user.
WTX: Document Review
This type of Transmittal is generated when a Workflow is created on the system.
Tools available on the Transmittals
There are a number of tools available on the Transmittals.
Basic tools
The 4 buttons lets you:
Download - Download the documents no the transmittal.
Distribute - Distribute the documents on the transmittal to other users.
Add to basket - Add the documents on the Transmittal to the basket.
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.
Apply Workflow - lets you take the documents on the current transmittal and send them on a Workflow for review.
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 in Publication Space - lets you view the documents directly in the folder that are stored in , within the Publication Space.
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
Added ability to remove attachments from a Distribution Transmittal
We have provided the same flexibility our forms have when it comes to removing attachments to Distribution Transmittals.
To remove an attachment - simply click on the trash can icon
And confirm the changes
