Instructions

Learn More

Now Transmittals can be sent from the Review Levels screen. To do that, you can follow the steps:

• To send a Transmittal, select the File that needs to be sent as a Transmittal. (multiple files can also be chosen)

  

• Click on Send as Transmittal as shown in the image below. This will redirect the user to the transmittal screen.

  

• Transmittal screen

  • To: Select which Space/User to send the Transmittal to
  • Notify: Which Space/User to notify about the Transmittal
  • Subject: Subject of the Transmittal
  • Remarks: Add any additional information regarding the Transmittal or anything related to it
  • Add Attachments: Attach other files to the Transmittal

  After all the mandatory fields are filled, click on Send Transmittal button

  

• You will be brought back to the Review Level screen, and a confirmation toast will appear at the bottom right part of the screen.