Recipient Settings and Add Recipients to Sent Transmittals

Project administrators and the sender can control recipient visibility. They can also let project member recipients add more project members to sent transmittals.

• Manage Recipient Settings
• Add Recipients to Sent Transmittals
• Email Notifications
• Activity

Manage Recipient Settings

These Recipient settings only apply to project member recipients. Non-member recipients can’t view other recipients or add recipients to this transmittal.

1. Click the Transmittals tool.

2. Select one or more sent transmittals.

3. Click Recipient settings.

   

   You can:

   • Set whether project member recipients can see all other recipients or only themselves.

   • Allow project member recipients to add more project members to this transmittal

     Note: When members create a transmittal, they can also let project member recipients add more project members to that transmittal.

4. Make your selections.

5. Click Save to update the settings for all selected transmittals.

Add Recipients to Sent Transmittals

Project administrators and the sender can add project member recipients to sent transmittals. If the Transmit files to anyone setting is on, they can also add non-member recipients.

Project member recipients with Create + Upload permission for the transmitted files can add more project members if this is allowed in Recipient settings. They can’t add non-members to sent transmittals.

1. Select one or more sent transmittals you want to update.

   Note: You can’t add recipients to Void or Open transmittals.

2. Click Add recipients.

   Note: You can also open an individual transmittal and click Add recipients in the RECIPIENTS panel.

   This option is not available if you don’t have permission for a selected transmittal, or if the transmittal has reached the recipient limit.

3. Add project members by selecting users, roles, or companies.

   If you are a project administrator or the sender, and the project has enabled Transmit files to anyone, you can also add non-members by entering their email addresses.

   

4. Click Add to add the recipients.

   Recipients get an email notification when you add them.

Email Notifications

When transmittals are created, email notifications are sent to creator and recipients where relevant. See Transmittals Notifications for more information.

Activity

Project administrators and the sender can view the ACTIVITY tab for each transmittal. The tab shows when recipients are added, who added them, and details for each recipient.

If there are no activities, you see this message:

• There are no activities yet
• Activities will display when more recipients are added to created transmittals.