Produce Transmittals from Other Documents

Contents

You can produce transmittals from most Contract Management modules. Transmittals for submittals and drawings are created automatically.

To produce a transmittal from another document:

1. Open the document from which you want to produce a transmittal in View or Edit mode.
2. From the Select an action drop-down list, choose Generate Transmittal. The new transmittal document window will open.

   For most documents, the transmittal is created automatically with the To and From contacts. For documents that do not have explicit To and From contacts, the Generate Transmittal Wizard opens. Click Select to select contacts for the To and From fields. Click Finish.

3. If you need to edit the transmittal, click Edit Document . See Prepare a New Transmittal for more information.

   Note: Contract Management assigns issues and attachments associated with the original document to the new transmittal.