Produce Transmittals from Submittals

Contents

Depending on the settings in the Project Settings Dialog Box, Contract Management can automatically create an entry in the Transmittal Queue Dialog Box for each contact listed on the Distributions subordinate tab of a submittal Review Cycle tab as well as each contact designated as a Sent or Forwarded contact for each review cycle. Then, each time you update the Sent or Forwarded dates in a review cycle, a transmittal queue entry is created for the contact designated as the Sent or Forwarded contact.

From the Transmittal Queue, you can create transmittals shown in the log and print them. You can also combine transmittal items to the same user.

To produce a transmittal from the Transmittal Queue:

1. Click the Transmittal Queue link at the top of the page.

   Note: By default, this dialog box contains an entry for each item on the Distributions subordinate tab of a submittal Review Cycle tab. It also contains a list of the submittals for which you have entered (or edited) a date in either the Sent or Forwarded field on the Review Cycles tab.

2. Select the radio button for the transmittal you want to create and click Create to create the transmittal. You can also click Create All to create transmittals for all items in the list.

   Note: If you selected Combine Transmittals to same contact, all of the combined items will appear in the transmittal log. If you selected Print Transmittals during create, when you click Create or Create All, the transmittals will print.

3. Click Close when finished.

   Note: For every attachment and issue linked to the original submittal, Contract Management creates an attachment and issue for the transmittal.