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- About Editing a Transmittal
- Edit/Modify a Transmittal Details
- Managing Transmittal CC's
- Managing Transmittal Attachments
- Additional Resources
About Editing a Transmittal
In order to Edit Transmittals, Project Members require the permission/folder access to Write to the Transmittals section and/or subfolder(s).
Edit/Modify a Transmittal Details
1. Navigate to the Transmittals section and/or Transmittals subfolder where the Transmittal being modified is located.
2. Select the Transmittal number from the grid.
3. Make changes to the Transmittal as needed. Please refer to Create Transmittals: Fill Out the Transmittal Information for more details about each section of a Transmittal.
4. Select Update (Update & New will take the user immediately into the next Transmittal. Update & Copy will take the user immediately to the next Transmittal, but containing a copy of all of the details entered in the current Transmittal being modified)
Managing Transmittal CC's
1. Navigate inside the Transmittal and to the CC's grid
2. Use the blue plus icon to the right to at new CC's
3. Select the applicable project members, and Close & Add Selected
Important Note: Selecting Users from outside of the Project Member's list will add the selected user to the Project Members section of the project with their User Role permissions.4. Use the delete options to remove CC Collaborators
Managing Transmittal Attachments
Include new file attachments by dragging and dropping into the box or using Browse File(s) and selecting Upload File(s). Additionally, existing document module folders and/or files can be "referenced" by using The Document Reference Tool.
Attachments and Referenced Documents can be removed by using the delete and remove functions that are available.
Collaborators are only able to delete attachments in which they have uploaded. Additional Resources
