Print or share a transmittal

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.

Print or download the issue

1. On the Transmittal Details page, select Reports > Transmittal Details.
2. Select a report Template.
3. Select one of the following Export Options from the dropdown:
   • .DOC (Word 2003)
   • .DOCX (Word 2007)
   • PDF (Adobe Acrobat)
4. Select Ok.

Share the transmittal details report through the TeamLink Portal

1. On the Transmittal Details page, select Reports > Transmittal Details.
2. Select a report Template.
3. Select one of the following Export Options from the dropdown:
   • Save DOC to Linked Files
   • Save PDF to Linked Files
4. Select Ok.

The file is listed in the Linked Files section and the Show In Portal option is selected by default.