Sending a Response from Workflow Files #

When a receiver company has been running an internal workflow on a transmittal, the files participants attached during workflow steps (e.g., marked-up drawings, comment sheets) can be turned into project documents and sent back as a response transmittal in one batched flow — without leaving the Workflow tab.

Who Can Use This #

Receiver-side staff users on a sent transmittal that is active, not modifiable, and not already fully responded to. The CTA card sits at the top of the Workflow tab.

Opening the Modal #

1. On the transmittal detail page, switch to the Workflow tab.
2. Click "Send response from files".

Configuring Each File #

Every workflow attachment (across all steps and participants) appears as a row. For each row:

• Include — Tick the checkbox to include the file. Untick to skip it for this response.
• Mode — Choose New revision, New version, or New document.
  • For revision/version, pick the existing project document this file is a new revision/version of. The picker is auto-prefilled when the filename contains an existing reference number.
  • For new document, pick the document type and provide a title (and reference number if the project doesn't auto-generate them).
• Responds to — Tick the parent transmittal's documents that this file is responding to. Filename matches against parent reference numbers are pre-ticked. The same parent document can only be linked from one file at a time — ticking it on a second file moves the link from the first.

Continuing to the Response Page #

Clicking Continue to response creates each enabled doc, builds the parent → response-doc links from the responds-to ticks, and navigates to /send-response. On that page:

• Only the parent docs the user explicitly ticked appear as response rows.
• Parent docs with a ticked file already show that file as the response document — the user just sets a response status and (optionally) a comment.
• The new docs are also attached to the response transmittal (so they ship with it even if a parent link isn't set).
• If the user wants to add more parent docs to respond to, the existing Edit documents affordance on the left panel re-opens the parent-doc selector.

Limitations #

• The data model allows one response document per original document — many response files can answer the same parent only by sharing one of them as the response document, not by linking multiple files to one parent.
• The reverse case (one comment sheet covering many drawings) is fully supported: tick multiple parent docs in the same file's "Responds to" list.