View and Download Transmittals

After a transmittal is created, it is visible on the Transmittals tab in Document Management. From here, you can:

• View the transmittals.

• View the documents contained within each transmittal.

• View the sender and recipient(s) of the transmittal, based on permissions.

  • The sender and project administrators can view all recipients.
  • Non-admin recipients can view other recipients if the sender has granted those permissions. The sender and project administrators can adjust this setting from the More menu .

• Download the documents contained in the transmittal.

To do so:

1. In Document Management, switch to the Transmittals tab.
2. Click a column header to sort the list of transmittals, or use the Filter drop-down list to filter the list by initiator or creation date.
3. Click a transmittal from the list to open the transmittal details.

1. If necessary, click a document to open it in the viewer.

2. Review the details of the transmittal for the sender and recipient(s) in the right panel. Details include:

   • Time and date the transmittal was sent and received
   • Parent folder for the documents contained in the transmittal
   • Any message in the transmittal from the sender

3. If required, click Download ZIP files to download a local copy of all documents in the transmittal.

   Note: You can download transmittal packages up to a maximum size of 30GB and 4,000 documents. Contact customer support for assistance downloading additional documents from one transmittal.