The Transmittals log window lists all transmittals created to date. From this window, you can look at details of a transmittal, add a new transmittal, or Generate a Transmittal from an Existing Transmittal. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

Print Report

Click to print the default report.

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.

Layout

Click to select a different layout for the log 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.

Edit Document

Click to open the document in Edit mode.

Find

Click to filter all items in the active table by a particular word or phrase.

Control Center

Click to return to the Workspace.

Columns:

Date

The date on which the item was created or issued.

Click to open the Transmittal document window in View mode.

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.

To/To Contact

The company and contact receiving the item.

From/From Contact

The company and contact sending the item.

Attention

The name of person the transmittal is addressed to.

Contract

The contract associated with the transmittal.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Communication folder in the Project View and choose Transmittals.

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