Transmittal Types #

Normal Transmittal #

A standard outgoing transmittal to send documents to other companies.

Creating a Normal Transmittal #

1. Navigate to "Send Transmittal" in the sidebar, or select documents in the registry and click "Create Transmittal".

2. Select Receivers (required): Choose one or more recipient companies from the project.

3. Select CC Receivers (optional): Choose companies that should receive view-only copies.

4. Enter Title (required).

5. Add Documents (at least one required): Select from the document registry or create new documents inline.

6. Upload Additional Files (optional): Attach supplementary files like cover letters or transmittal sheets.

7. Fill Custom Fields (if configured): Complete any project-level custom fields.

8. Click "Send" to send immediately, or "Save as Draft" to continue later.

Response Transmittal #

Created when responding to documents in a received transmittal.

Creating a Response #

1. From the dashboard inbox "Action Required" tab or a transmittal's detail page, click "Respond".

2. The receiver is pre-set to the original sender. The title is auto-prefixed with "RE:".
3. For each document in the original transmittal, set:
   • Response Status (required): Select from project-configured options (e.g., "Approved", "Approved with Comments", "Revise and Resubmit", "Rejected").
   • Comment (optional): Add review notes.
   • Response Document (optional): Attach a revised or annotated version.

4. Optionally add new documents to the response transmittal.
5. Click "Send" or "Save as Draft".

Important Notes #

• Only companies listed as receivers of the original transmittal can respond.
• You cannot respond to a transmittal that is itself a response.
• Each document can only have one final (non-draft) response across all companies.
• When the response is sent, documents are automatically updated: statuses configured to close documents (e.g., "Approved") set the document stage to Closed, while others (e.g., "Revise and Resubmit") keep documents Open.

Resubmission Transmittal #

Created when re-sending documents to the same receivers (e.g., after revising rejected documents).

Creating a Resubmission #

1. Navigate to "Send Resubmission" in the sidebar.
2. Select the original transmittal from the list of eligible transmittals.

3. Receivers are pre-set to the original transmittal's receivers.
4. Attach the updated/revised documents.
5. Click "Send" or "Save as Draft".

Constraints #

• Only the original sender company can create a resubmission.
• The original transmittal cannot be a response transmittal.