Create a transmittal for a submittal
Note: You can create a transmittal for a new submittal. You will
be prompted to save your changes before continuing to create the transmittal.
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Open the Enter Submittal screen.
Note the active company. If you want to change it, click
in the header and select the appropriate company.
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In the Project field, do one of the following:
Enter the code of the project for the document.
Click
to select the project for the document from a Lookup List.
- Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
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In the Document field, do one of the following:
Enter the code of the document for which you want to create a transmittal and press Tab.
Click
to select the document for which you want to create a transmittal from a Lookup List.
