Transmittal Form

Use this form to create a cover letter that accompanies the exchange of both physical and electronic materials with other project team members.

Transmittals contain information that describes the contents of the documents or physical items being sent. Any related documents will be attached to this form, and when previewing the transmittal form you can select which of these documents to include.

Field

Description

Transmittal number

The transmittal number will be auto-assigned when setting up a new transmittal, or you can enter a specific number to open an existing transmittal.

Date

The system date will automatically be entered when setting up a new transmittal, but can be changed if desired.

Project

The job entered on Log Entry screen will display here.

To

Enter a job contact(s) for the transmittal.

From

Enter the job contact the transmittal is from.

We are sending

Enter a description for the transmittal form.

For the purpose of

Select what purpose the transmittal document(s) are for.

Sent via

Specify the method of delivery for the transmittal: email, fax, US mail, and more.

Reference

Select whether the transmittal form references an attached document or under separate cover.

Copies

Enter the number of copies, date and description of each item attached to this transmittal.

Remarks

Enter any specific remarks for the transmittal.

Related Documents

Any related documents will be attached to this form, with notations for inbound or outbound messages (Direction) and Document Imaging attachments. Click the Add Item button to add new related documents to this form.