Create multiple copies of a transmittal for the same lead or project

You can use the Copy Transmittal Multiple Times wizard to create multiple copies of an existing transmittal for the same lead or project.

Step 1: Open the transmittal details

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 Submittals under the Correspondence section.
3. On the transmittals listing page, select the transmittal number to view the details.
4. Select Actions > Copy Transmittal.

Step 2: Specify the duplicated transmittal information

1. Optionally, update the Starting Transmittal #.

   By default, Sage Construction Management uses the numbering convention defined in Settings > Company Settings > Numbering and automatically sets the next sequential number. For example, if the last transmittal was 002, the default value will be 003.

2. Optionally, update the Issue Date.

   The default value is today's date.

3. Optionally, update the Subject.
4. Optionally, clear the Copy Items checkbox f you do not want the items to be copied.

   This checkbox is selected by default and transmittal items will be copied.

5. Optionally, clear the Link Related Files checkbox f you do not want the linked files to be copied.

   This checkbox is selected by default and linked files will be copied.

6. Optionally, update the From company, contact, or address type as needed.

   By default, these fields match the original transmittal.

7. For each duplicated transmittal, select the To Company and To Address type, and optionally specify the To Contact.
8. Select Finish.