Create a transmittal to create a cover sheet to accompany documents, drawings, and items sent to project stakeholders. The transmittal lists the items being sent and explains to recipients why they are receiving the items and what actions are required.

1. Optional: If you haven't already done so, set up your document management defaults.
   Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
2. Optional: If you haven't already done so, set up your document management types.
3. Optional: If you haven't already done so, set up your document routing distribution groups.
4. On the Enter Transmittal screen, create a transmittal.
5. Optional: Select the users and/or the document routing distribution group that will review the transmittal.
6. Optional: If needed, contact the reviewers to advise them to review the transmittal.
7. Optional: On the View Tasks screen, periodically view the status of the document routing for the transmittal to monitor the review process.
8. Optional: Once the transmittal is approved, manage the transmittal and the PDF file as needed.