Use this window to review and change the details of a transmittal. You can also define a new transmittal from this window. Use the tabs available in the Transmittal Document window to record details.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Transmittals Log
Click to return to the Transmittals Log Window.
Control Center
Click to return to the Workspace.
General tab:
To
The name of the company and key contact receiving the receiving the item.
If a default was specified on the Select Default Values dialog box, this field is automatically filled in.
to open the Select Contact dialog box to choose a contact.
to open the To dialog box.From
The name of the company and key contact issuing the purchase order.
to open the Select Contact dialog box to choose a contact. icon to open the From dialog box.Number
A unique number assigned to this item.
Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.
Date
The date on which the item was created or issued.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Items tab:
This tab lists information about the documents being sent to the transmittal recipient.
Add
Click to open the Transmittal Item Dialog Box to add a new item to the transmittal.
Edit
Click to open the Transmittal Item dialog box to edit the item.
Item No.
The identification number for the item, such as a material number or contract number.
Copies
The number of copies of the attached item.
Date
The date on which the item was created or issued.
Status
The Status codes for the item.
Linked Document
The name of the document linked to this transmittal. Click to open the document.
Paper Size
The paper size to use for drawings sent with the transmittal.
Description
A brief description of the item or service.
We Are Sending tab:
Select the appropriate options to specify the contents of the transmittal (Shop Drawing, Letter, Prints, Change Order, Plans, Samples, and Specifications). If none of the available choices describes the item, specify your own description in the Other field.
Enter the number of copies for approval, distribution, or print.
Submitted For tab:
Select the options corresponding to the reasons for the transmittal (Approval, As Requested, Your Use, and Review and Comment).
Sent Via tab:
Select the Attached or the Separate Cover Via options (or both) to specify how the transmittal contents were sent. If you choose Separate Cover Via, type the method in the corresponding field.
The following fields enable a customer to track an item directly from Contract Management.
Shipping Company
If you want to track the delivery of something sent with the transmittal, select the shipping company from the drop-down list.
Tracking Number
Enter the tracking number if you are tracking shipping.
Track It
Click to open the selected shipping company's website in another browser. The tracking number is automatically inserted and tracked.
For example, you receive a call from your electrical contractor claiming he never got the last set of drawings. You can open the drawing set from Contract Management and find the electrical contractor in the Distributed To section. You can then open the Transmittal document window and look at the tracking number and how it was shipped. Click Track It to immediately tell the contractor when the set arrived and who signed for it.
Actions Taken tab:
Select the options indicating what actions you are taking, or what actions the recipient must take regarding the attached contents. Click the calendar icon to select a due date from the pop-up calendar.
Remarks tab:
Type any additional comments about the transmittal contents here.
Distributions tab:
If you want other contacts to receive copies of the transmittal, Contract Management displays the name, company, fax number, email address, and mailing address information for each contact in this section. Click Add to open the Select Contacts Dialog Box to choose contacts to distribute to.
Details tab:
Reference
Enter information on the type of document associated with the transmittal.
Additional References
Enter information about any additional documents associated with the transmittal.
Contract
Click browse to open the Select Contract Dialog Box to link a contract to the transmittal.
Copies To
Enter the names of contacts receiving copies of this transmittal.
Attention
Contract Management automatically enters the To company's key contact in this field. You can change the recipient by entering a new contact name.
Signed
Contract Management automatically enters the From company's key contact in this field. You can enter a different contact name.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
to add a new transmittal document.
Legal Notices
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015