View and Manage Transmittals

The Transmittals list displays created transmittals subject to the following:

• Project administrators can view all transmittals.
• Project members can view transmittals that they have sent or received.

• Transmittal Attributes
• Search and Filter Transmittals
• Download or Export Individual Transmittals
• Export Transmittals Report
• Open and View a Transmittal

Transmittal Attributes

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

• Status: The transmittal status is OPEN if the transmittal is still being prepared before sending. You can't open or view a transmittal in this status. The TRANSMITTAL SENT status confirms that the transmittal is sent and ready to view.
• 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 this is completed in the member's details.
• Recipients: The recipients of the transmittal. Hover 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:

• Sent by: The sender of the transmittal.

• Sender company: The sender company. This filter only supports transmittals that have sender company data.

• Recipient company: The recipient company. This filter only supports transmittals that have sender company data.

• Viewed: You can choose from the following options:

  • Not viewed yet
  • Viewed by some recipients
  • Viewed by all companies: Transmittal has been viewed by at least one member from each company.
  • Viewed by all recipients

• Downloaded: You can choose from the following options:

  • Not downloaded yet
  • Downloaded by some recipients
  • Downloaded by all companies: Transmittal has been downloaded by at least one member from each company.
  • Downloaded by all recipients

• Time period: Choose a single date or a date range to filter by creation date.

Click Apply when you've chosen your filters.

Download or Export Individual Transmittals

1. Click the next to the relevant transmittal in the list.

   

   • Download ZIP file(s): Download a local ZIP copy of all files in the transmittal. When downloading, you may be prompted to make sure that your browser allows pop-up dialog boxes.

     Note: 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 information:

     • Name
     • Description
     • Path
     • Version
     • Review status
     • Last updated
     • Updated by

• Recipients can only see themselves or Can see all recipients: Choose whether recipients can see other recipients of the transmittal or not.

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

Export Transmittals Report

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

1. Click Export all
2. In the right panel, edit the title of the report if necessary.
3. 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.

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:

• Name

• Description

• Path

• Version

• Review status

• Last updated

• Updated by

  Note: The Description attribute only populates the value for transmittals created after 2 March 2022. This value is taken from the description column in the file list.

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