Create Transmittals

By default, members can only create and send transmittals to other project members. If members want to send transmittals to non-members, a project administrator needs to turn on the Transmit to non-members setting. See Transmittal Settings for more details.

• Create Transmittals from the Files tool
• Create Transmittals from Closed Reviews

1. Click Transmittals from the left navigation to open the Transmittals tool.

   

2. Click Create transmittal.

3. Select files, or folders containing the files you want to include in the transmittal.

   Note: You need Create + Upload folder permission or above for the relevant files.

4. Click Create.

   Complete the transmittal details.

   

   Title: Enter a name for the transmittal.

   Recipients:

   You can add a maximum of 1,000 recipients. All recipients (including those without the relevant folder permission) can download all downloadable files in this transmittal.

   • Project members

     Click this field and add members, roles, and companies. Click Save.

     Adjust the View permissions to choose whether recipients can see other recipients of the transmittal or not.

     

     This setting only applies to project members. The sender and other project administrators can always see the full recipient list. After the transmittal is sent, you'll have the option to adjust the view permissions for the recipient list again from the More menu for the transmittal.

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

       Select this option if you want to allow project member recipients to add other project members to the transmittal after it's sent. See Add Recipients to Sent Transmittals for more details.

   • Non-members

     To transmit files to non-members:

     • A project administrator needs to turn on the Transmit files to anyone in transmittal settings.

     • The transmittal sender needs Create + Upload folder permissions or above.

       Click the Non-members field and enter the emails addresses of any non-members you want to share the transmitted files with.

       Note: Recipients who are non-members won't be able to view any details of the other recipients.

5. Check the list of files included in the transmittal. Click Add files to add more files or click next to a file to remove the file from the list.

6. If necessary, add a Message to the transmittal recipients. The message can indicate what the transmittal is for and specify any required actions.

7. Click Create.

   Recipients of the transmittal are notified by email when the transmittal is ready to view. See Transmittals Notifications for more details.

Create Transmittals from the Files tool

You can also create a transmittal in the Files tool after selecting files and folders. To learn more, see Create a Transmittal from the Files Tool.

Create Transmittals from Closed Reviews

You can create a transmittal from a review with CLOSED status. To learn more see Create Transmittals from Closed Reviews.