Edit a Transmittal

  1. At the Transmittal listing, click on the Transmittal # to view the details.
  2. Click the Edit button to the right of the Transmittal Details heading shown at the top.
  3. Edit the Header information as needed.
  4. Click Save or Save and Close in the footer.

Edit Transmittal Items

  1. Navigate to the Transmittal Items section on the read-only form.
  2. Click the Edit button to the right of Transmittal Items heading.
  3. Edit line items as needed.
  4. Click Save.

Import Drawings or Submittals as Transmittal Items

  1. Navigate to the Transmittal Items section on the read-only form.
  2. Click the Add / Import Items drop-down shown above the grid and to the right.
  3. Select one of the following options:
    • Import Drawing
    • Import Submittal
  4. Importing Drawings: Select the From and To Date then click the Filter button.
  5. Importing Submittals: Select the Submittal in the drop-down.
  6. Optional: Use the Search box to filter existing records.
  7. Select one or more records using the checkbox on the left.
  8. Click the Add or Add and Close button shown below the grid.

Edit Respondents

Edit Sent and Responded Date Fields Only:

  1. Navigate to the Respondents section on the read-only form.
  2. Click the Edit button to the right of the Respondents heading.
  3. Update the Sent or Responded Date as needed.
  4. Click Save.

Upload or Link Additional Files

Files such as images or PDFs that pertain to the Transmittal can be uploaded and linked to the record.

Upload Files from Local Hard Drive:

  1. Navigate to the Linked Files section on the read-only form.
  2. Select one or more files on your local hard drive and drag them to the Drag files here section or use the Add button shown on the right.

Link Existing Files that have already been uploaded to the system:

  1. Click the Link Existing Files button on the right.
  2. Select the View
    • Current Project / Feature
    • Current Project Drawings and Specifications
  3. Select the Feature
  4. Select one or more files listed in the grid using the checkbox on the left.
  5. Click the Link and Close button below the grid.