Create Document Transmittal

  • Within the Project Management Module open the Transmittal Section

 

Project Management 
Project Management folder 
• Communications 
• Submittals 
• RF1s 
• Transmittals 
Expeditingugs 
• Punch Lists

 

  • In the top ribbon bar, click New Transmittal

 

You are here: 
Home Print 
Home \ Project Management 
New Folde New Transmittal 
Create New 
Folder Access 
Manage Access

 

  • On the new Transmittal screen, complete the required fields:
    1. To
    2. From
    3. Description
    4. Add text to the remarks if needed (optional)

 

Create New Transmittal 
Edit Transmittal 000001 
From * 
Shipment Tracking Number 
Sent via 
Electronically 
Remarks 
Times 
Edit 
Date: 10/31/2019 
Description * 
REF 
Item Type Transmitted 
16px

 


  • In the top ribbon bar, click Reference Documents and navigate to the folder or files within the documents section

You are here: 
Home Print 
Paste 
éDeIete 
Edit Options 
Home \ Project Management \ Transmittals 
Add File 
Add Multiple Files 
Transmit Forward 
Fax 
Reference Documents 
Attachment Options 
Send Options

 

Project Setup 
• Bid Packages 
Cost Management 
Project Management 
Reports 
• 
• 
General & Photos 
Documents 
Plans 
• 
Specs 
Closeout Documents

 

  • Adding files can be downloaded as a pdf from the transmittal.   Select the files you want to send by checking the box and scroll to the bottom and click attach.  You can attach:
  • Individual Files

 

Documents 
Move To 
General & Photos > Progress Photos 
Delete Selected Documents 
Document 
AOI 
A02 
A03 
AIOO 
AIOI 
Title 
Symbols and Abbreviations 
Finish Schedule Partition Types 
Sketch 
Save 
Discipline 
Architectural 
Architectural 
Architectural 
Architectural 
Architectural 
Issue 
Door Schedule and 
Floor Plan 
Men's Locker Room 
Details 
Lounge 
Issue Date 
10/31/2019 
10/31/2019 
10/31/2019 
10/31/2019 
10/31/2019 
Status 
Sketch 
Sketch 
Sketch 
Sketch 
Sketch 
Date Uploaded 
10/31/2019 
10/31/2019 
10/31/2019 
10/31/2019 
10/31/2019 
Page size: 20 
Listed Project Members are notified when Documents are Uploaded/ Updated. 
Folder Reviewers 
n 
Reviewer Name 
No records to display. 
Edit Delete 
5 items in 1 pages 
Refresh 
Attach 
Cancel

 

  • Or whole folders that can be downloaded as a .zip file

 

Subfolders 
MOVE SELECTED To 
Delete Selected 
Folders 
o 
n 
n 
n 
Folder 
Addenda 
Bulletins 
Construction Phase 
Current Plans 
Design Development Phase 
Programming Phase 
Schematic Phase 
Download Folder 
Description 
Page size: 
Cancel 
10 
Attach

 

  • After click Attach you will be taken back to the Transmittal. In the top ribbon bar, click Transmit to send your documents to their recipient

 

You are here: 
Home Print 
Paste 
Delete 
Edit Options 
Home \ Project Management \ Transmittals 
Add File 
Add Multiple Files 
Transmit Forward 
Fax 
Reference Documents 
Attachment Options 
Send Options

 

Transmittal Email and Link Functionality

  • When the document(s) are sent, the recipients will get an email. Here are the contents of the email:

 

 

  • Download Zip File(if applicable) - This link will download a .zip file of the folder referenced from SCPC and its contents to your local environment.

 

  • Download PDF - This link will download a compiled PDF of the transmittal information along with its attachments.  The first page will be the transmittal cover sheet and the following pages will be the documents attached.

 

  • Transmittals > (transmittal number)   - This link will redirect to the transmittal after the logging into SCPC. The recipient can add remarks and documents as well to transmit back to the sender.

 

 


Published:11-2019 | Revised:03-2020 v8.5.3