Add a Transmittal

Step 1: Add general transmittal information

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Transmittals under the Documentation section.

3. Select Actions > Add Manually.

   In the data entry form, the Lead or Project number, Issue Date, and Transmittal # fields are pre-filled but can be modified.

4. Enter a brief Subject.

5. Optionally, select the transmittal Type and Sender.

   This field can be used for filtering or sorting records. Admins can add options in Settings > Feature Settings > Correspondence.

6. Optionally, select or enter a Due Date.

   This date will appear in the correspondence calendar and as an alert.

7. Select the Company in the From and To sections.
   The Company dropdown is populated from the project directory. Typically, your firm will be referenced in the From section.
8. Optionally, select the Contact in the From and To sections.
9. Optionally, update the Address Type in the From and To sections.
10. Optionally, enter any transmittal Comments / Remarks.
11. Optionally, in the References section, enter the following information:
    • Prime contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
    Select the magnifying glass icon next to certain fields to select an existing record.
12. Select Next.

Step 2: Add transmittal items

• To add transmittal items, do the following:

  1. For each item, enter the following information:
     1. Optionally, update the Item # as needed.
     2. Enter a Description.
     3. Optionally, enter the Quantity, Return Quantity, and Unit.
     4. Optionally, select the appropriate option from the Transmitted For dropdown.

        Admins can add options in Settings > Feature Settings > Correspondence.

  2. Select Add & Next.

• To add or import items, such as drawings or submittals, after the transmittal is created, select Skip.

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.