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.
If needed, you can select internal users who
should review the transmittal. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a transmittal. Once you have created the transmittal, you can create a
PDF file from a transmittal form that you can view, print, or send in an email.
- Optional:
If you haven't already done
so, set up your document management defaults.
- Optional:
If you haven't already done
so, set up your document management types.
- Optional:
If you haven't already done
so, set up your document routing distribution groups.
-
On the Enter Transmittal screen, create a
transmittal.
- Optional:
Select the users and/or the
document routing distribution group that will review the transmittal.
- Optional:
If needed, contact the
reviewers to advise them to review the transmittal.
- Optional:
On the View Tasks screen, periodically view the status
of the document routing for the transmittal to monitor the review process.
- Optional:
Once the transmittal is approved, manage the
transmittal and the PDF file as needed.
After you create a transmittal, you may want to:
