This activity is used to create a document transmittal. A document transmittal is a means by which the flow of documents out of the office (to the client, consultants and other involved parties), is controlled and documented. One or several documents can be connected to a transmittal, and distributed to one or more recipients.
A document transmittal can be created, connected to documents and sent using the steps in the Transmittal Assistant which can be accessed through the navigator, through the Transmittal page, the Document Revision page and the Document Revisions page. This assistant can be opened only for outbound transmittals which are in Preliminary status through the Transmittals and Transmittal pages, and values entered for the document transmittal will be displayed on the assistant and can be updated
The transmittal description is mandatory but the transmittal ID and project details are not mandatory. You can enter either a transmittal ID manually or a project with a transmittal counter so that a transmittal ID will be auto generated or you can add both details (transmittal ID and project details)
If you want the generated transmittal report to get connected to the transmittal when downloading you have to select the option Connect Transmittal Report to Transmittal. Otherwise; although the report gets generated it will not be connected to the transmittal.
If you are connecting projects to the document transmittals and require each project to have a unique set of of transmittal IDs, you must create a transmittal counter in the Document Transmittal Counters page before performing this activity.
As a result of this activity, a document transmittal is created and it can be connected to documents.