Email A Transmittal

  1. At the Transmittal listing, click on the Transmittal # to view the details form.
  2. Click the Actions button at the top of the form.
  3. Click Send Transmittal from the drop-down.
  4. Select an Email Template.
  5. Click Ok. This will refresh the form and show the email message.
  6. Linked Files: Check the Grant Access field if you wish to share any linked files via the TeamLink Portal.
  7. Review the message.
  8. Click the Send Email button shown at the bottom.