About Transmitting Document Files & Folders

Document Files and Folders have the ability to be Transmitted out of the project via a Documents Transmittal.

In order to create ALL Transmittal Types, Project Members require the permission/folder access to Write to the Transmittals section and/or subfolder(s) within the Project Management Module.

Transmit Documents Files & Folders

1. Navigate to the document module section and folder or file that is being transmitted

2. Select in the grid the file(s) and/or folders

3. Select Transmit in the top ribbon

The user will be navigated to the Project Management Module's Transmittal section to a new Transmittal. Folders that were selected will be listed in the Referenced Folders grid and Files that were selected will be listed in the Referenced Documents grid.