Add a Transmittal

Step 1: General Transmittal Information

1. Click the Lead or Projects icon on the left menu.
2. Select the Lead or Project in the Quick Select section.
3. On the Lead or Project menu, select Transmittals.
4. Click the Actions button on the far right.
5. Click Add Manually option from the drop-down menu.
6. In the data entry form, the Lead or Project # should be selected already but can be changed.
7. The Issue Date and Transmittal # are auto-generated but can be modified.
8. Enter a brief Subject.
9. Optional: Select the Transmittal Type and Sender. Both fields can be used for filtering or sorting records. Admins can add options in Settings | Feature Settings | Correspondence.
10. Optional: Select Due Date. This dates will appear in the Correspondence Calendar and as an Alert (see bell icon at top of main menu).
11. Select the From and To Company and Contact:
    Required Fields:
    • Company
    • Address Type
    Optional Fields:
    • Contact
    Note: The company drop-down will be the Project Directory. Typically, your firm will be referenced in the From section.
    
12. Optional: Enter any Transmittal Comments or Remarks.
13. Optional: Enter or Select References. The magnifying glass icon next to certain fields can be used to select an existing record.
    • Prime Contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
14. Click the Next button.

Step 2: Add Transmittal Items

Transmittal Items can be entered manually in this step. However, there is an option to import Drawings and Submittals but this must be done after the Transmittal has been created. Please use the Skip button shown in the footer if items will be added manually or imported later.

1. Navigate to the first row.
2. Enter the Item # (ex. 1, 2, 3 etc.) and Description.
3. Optional: Enter Quantity, Return Quantity, Unit, and Transmitted For. Options for Transmitted For can be added by Admins in Settings | Feature Settings | Correspondence | Transmitted For.
4. Repeat previous two steps if there are additional items.
5. Click the Add and Next button.

Step 3: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the transmittal.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All Other Records

   2. If applicable, use the Feature Name dropdown in the dialog to filter the results.

      If All Other Records is selected, the dropdown lists only features with existing linked files.

   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

      You can only link existing files that were uploaded to records within the same project or lead.
3. Select Add and Finish.