Create a transmittal by copying an existing transmittal and automatically generating a document number

  1. Open the Enter Transmittal screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Project field, do one of the following:

    • Enter the code of the project for the transmittal.

    • Click to select the project for the transmittal 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.
  3. Select the Generate New Number checkbox to indicate that ProContractor will automatically generate a document code.
  4. Click Copy from Document.

In the Type field of the Copy from Document popup window, click to select the type of transmittal to copy.

  • All Documents - Both template and non-template transmittals are available to be copied.

  • Regular Documents - Only non-template transmittals are available to be copied.

  • Template Documents - Only template transmittals are available to be copied.

  1. In the Document field, do one of the following:

    • Enter the code of the transmittal you want to copy.

    • Click to select the transmittal you want to copy from a Lookup List.

  2. Click OK.
  3. In the Description field, modify the description for the transmittal as needed.
  4. Complete the fields as described on the Enter Transmittal Screen Field Reference.

    • In the On Save of Document section, select from the following options to specify the actions to perform when you save the record:

      • Select the Create PDF checkbox to create a PDF file from the document form.

      • Select the View checkbox to view the PDF file.

      • Select the Print checkbox to print the PDF file.

      • Select the E-mail checkbox to attach the PDF file to an e-mail.

        Note: The Create PDF checkbox and at least one other checkbox must be selected.
        Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment. All contacts on the Contacts/Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Note: You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  5. Click Save Document.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.