Transmittal Types #

Normal Transmittal #

A standard outgoing transmittal to send documents to other companies.

Creating a Normal Transmittal #

1. Navigate to "Send Transmittal" in the sidebar, or select documents in the registry and click "Create Transmittal".

2. Select Receivers (required): Choose one or more recipient companies from the project.

3. Select CC Receivers (optional): Choose companies that should receive view-only copies.

4. Enter Title (required).

5. Add Documents (at least one required): Select from the document registry or create new documents inline.

6. Upload Additional Files (optional): Attach supplementary files like cover letters or transmittal sheets.

7. Fill Custom Fields (if configured): Complete any project-level custom fields.

8. Click "Send" to send immediately, or "Save as Draft" to continue later.

For a complete sending walkthrough, see Sending Transmittals.

Response Transmittal #

Created when responding to documents in a received transmittal.

Creating a Response #

Video Walkthrough #

Reply to a received transmittal with a formal response.

1. From the dashboard inbox "Action Required" tab or a transmittal's detail page, click "Respond".

2. The receiver is pre-set to the original sender. The title is auto-prefixed with "RE:".
3. Choose the documents to answer, then set a decision for each one:
   • Response Status (required): Select from project-configured options (e.g., "Approved", "Approved with Comments", "Revise and Resubmit", "Rejected").
   • Comment (optional): Add review notes.
   • Response Document (optional): Use Attach reviewed copy to create a new version, link a document already in the registry, or register a new document.

4. To attach several reviewed copies, select Upload reviewed copies. The matching panel suggests a document from each filename; review each match, correct it if needed, then select Create versions & link. Each file becomes a new version and response document for its matched original.
5. You can send a verdict without a response document. The resulting response still appears against the original document as a verdict-only response.
6. Optionally add new documents or additional files to the response transmittal.
7. Click "Send" or "Save as Draft". Reopen a draft to continue the response later.

Important Notes #

• Only companies listed as receivers of the original transmittal can respond.
• You cannot respond to a transmittal that is itself a response.
• Each document can only have one final (non-draft) response across all companies.
• When the response is sent, documents are automatically updated: statuses configured to close documents (e.g., "Approved") set the document stage to Closed, while others (e.g., "Revise and Resubmit") keep documents Open.

Resubmission Transmittal #

Created when re-sending documents to the same receivers (e.g., after revising rejected documents).

Creating a Resubmission #

Video Walkthrough #

Send revised documents after a response asks for changes.

1. Navigate to "Send Resubmission" in the sidebar.
2. Select one or more original transmittals from the list of eligible transmittals.

3. Receivers and custom fields are pre-set from the first transmittal you select.
4. Add the documents or current versions you intend to send. Use Replace only when you need to upload a new file; it creates a new version.
5. Click "Send" or "Save as Draft".

Constraints #

• Only the original sender company can create a resubmission.
• The original transmittal cannot be a response transmittal.