Generate a Transmittal from an Existing Transmittal

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You can create a transmittal that is similar to an existing one. For example, you may want to send information from an existing transmittal to a different company; in this case, only the recipient's address is different. To reduce data entry time, generate a copy of the transmittal, and then modify the copy.

To generate a transmittal:

  1. Open the transmittal that you want to copy in View or Edit mode.
  2. From the Select an action drop-down list for that transmittal, choose Generate Transmittal. The Generate Transmittal dialog box will open.
  3. Specify whether to link the transmittal to the same issues and attachments as the original transmittal.
  4. Click Finish to add the new transmittal to the log. The dialog box will close and the document window for the new transmittal will open. The transmittal will be identical to the original except for its number and date.

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Transmittals



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Last Published Wednesday, June 17, 2015