Creating Transmittals from the Transmittals Module

This article explains how to create and send Transmittals directly from the Transmittals module. It covers when to use this method, the step-by-step process, and what to expect after sending.

What is a Transmittal?

A Transmittal is a formal, logged method of sending files and information between Spaces within a Project. It records who sent what, when, and to whom. This ensures traceability and accountability across teams.

When created from the Transmittals module, you can easily attach references, notify recipients, and maintain a complete record of shared documentation.

When You’d Use It

• You need to send files between project spaces with an official record.
• You want to formally notify users about shared documents.
• You want a traceable communication log tied to the project documentation.

Steps to Create a Transmittal

Following are the steps to create transmittals for sending files between spaces effectively.

Access the Transmittals Module

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• Navigate to the transmittals module.
• You can access it directly or through the quick link of module cards.