Copy a transmittal to other leads or projects

Step 1: Select the source lead or project and the corresponding transmittals

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 > Copy Transmittals.
   In the copy wizard form, the source Lead or Project number is pre-filled but can be modified.
4. Select one or more transmittals from the list and select Next.

Step 2: Select the target lead or project and the key contacts

1. For each transmittal, do the following:
   1. Optionally, update the destination Lead # or Project #.

      The default value will match the source lead or project selected in the previous step, but can be modified.

   2. Optionally, update the Issue Date.

      The default value is set to today's date.

   3. Optionally, select or enter a Due Date.
   4. Select the From and To companies, and optionally their contacts.

      The default values are based on the original transmittal.

   5. Optionally, to copy the items of the original transmittal, select the Items checkbox.

      By default, this option is selected.

   6. Optionally, to copy the files linked to the original transmittal, select the Linked Files checkbox.
2. Select Finish.

Copied transmittals will have the same numbering convention as specified in Settings > Company Settings > Numbering.