View and Manage Transmittals

The Transmittals list displays created transmittals subject to the following:

Transmittal Attributes

There are attributes heading the transmittal list to give you more information about each transmittal.

Attribute Description
Status - OPEN – The transmittal is still being prepared before sending (can't be opened or viewed).

- TRANSMITTAL SENT - Confirms the transmittal is sent and ready to view.

- VOID - Something has gone wrong when the transmittal was being created.

For example:

- The transmittal creator no longer has permission to one or more folders.

- An error occurred (including database or network issues).

A voided transmittal can no longer be accessed or opened. If a transmittal becomes VOID, you can create a new transmittal using the same documents, folders and recipients as the previous one. This ensures that all intended recipients still receive the required files.
ID A unique ID for each transmittal.
Title The title of the transmittal.
Sent by The sender of the transmittal.
Sender company The sender company, if completed in the member's details.
Recipients The recipients of the transmittal. Hover over the icon of a non-member to show their email address and confirmation that they are a non-member.
Recipient company The companies of recipients who actually received the transmittal.
Viewed The number of recipients who have viewed the transmittal.
Downloaded The number of recipients who have downloaded the transmittal.
Created on The date the transmittal was created.
Files Number of files in the transmittal.

You can click the cog icon to reorder, hide and show attributes.

Search and Filter Transmittals

To refine the list of transmittals, click the filter icon:

You can filter by:

Filter Description
Sent by Filter by the sender of the transmittal.
Sender company Filter by the sender's company. Only available for transmittals with sender company data.
Recipient company Filter by the recipient's company. Only available for transmittals with sender company data.
Viewed Filter by viewing status:

- Not viewed yet

- Viewed by some recipients

- Viewed by all companies (at least one member from each company)

- Viewed by all recipients
Downloaded Filter by download status:

- Not downloaded yet

- Downloaded by some recipients

- Downloaded by all companies (at least one member from each company)

- Downloaded by all recipients
Time period Filter by creation date using a single date or a date range.

Click Apply when you've chosen your filters.

Individual Transmittal Options

Click the More menu next to the relevant transmittal in the list.

Download ZIP file(s)

Download a local ZIP copy of all files in the transmittal.

You have a maximum of 89 days after a transmittal is created to download the prepared ZIP file. After 89 days, you'll need to prepare the ZIP file again by opening the relevant transmittal and clicking Try again to prepare ZIP file(s).

Export report

Export an XLSX report of the transmittal which includes the following sections:

Cover page Files* Recipient action statuses
Report generated Name Name
Transmittal created Description Recipient type
By Path Email
ID Version Company
Title Review status Role
Total files Last updated Received
Status Updated by Viewed
Message Downloaded
Sender
Recipients

* Files shows all the files included in the transmittal along with the default attributes and more attributes if the creator added an attribute group to the transmittal.

Note: Attribute values and attribute names are a snapshot at the time of transmittal creation and remain unchanged even if the value is removed or modified later.

Add recipients

Project administrators and the transmittal sender can access this option. Project members can also access this option when Allow project member recipients to add more project members to this transmittal is selected in Recipient settings.

See Recipient Settings and Add Recipients to Sent Transmittals for more information.

Recipient settings

Choose whether project member recipients of this transmittal can see all other recipients or only themselves. Also, you can choose whether to allow project member recipients to add more project members to this transmittal. See Recipient Settings and Add Recipients to Sent Transmittals for more information.

Export Transmittals Report

You can export an XLSX report of all or selected transmittals, which includes details of the transmittals and the transmitted files.

  1. Click the Transmittals tool to access the list of transmittals.

  2. Click Export all to export a report for all transmittals, or select specific transmittals and click Export (x)).

  3. In the right panel, edit the title of the report if necessary.

  4. Click Export.

    You'll receive an email with a link to download the report when it's ready. The report includes the following column attributes shown below with example values:

Open and View a Transmittal

If members are sent a transmittal, they can open it from the email notification to access the transmittal in Docs. Members can also access the Transmittal tool and click a transmittal directly from the list to open the transmittal details.

If non-members are sent a transmittal, they will need to verify their email address, enter a verification code and enter their details to access the transmittal and download files. See Transmittals Notifications for more details.

You can review the General information to see the sender, sender company, creation date and time, total files and any message included in the transmittal.

All files added to a transmittal will have the following attributes by default: