Overview

A Transmittal is a formal, logged method of sending files and information between Spaces within a Project. It helps teams share drawings, documents, and references while maintaining a complete, traceable record of what was sent, to whom, and for what purpose.

In your project workflow, a Transmittal acts like a digital cover sheet. It documents every file exchange, ensuring clarity, accountability, and auditability across all stakeholders.

What You Can Do with Transmittals

• Share files securely and efficiently across Spaces within a project.
• Control access by selecting specific users, ensuring files are visible only to intended recipients, and keeping sensitive data private.
• Add a subject and message to clearly define the purpose or context of the Transmittal.
• Attach reference files or drawings (mandatory) to provide supporting context for the Transmittal.
• Notify selected users within your Space so they are informed when a Transmittal is sent.
• Maintain a complete record of every Transmittal, including sender, recipients, timestamps, and attached files for full traceability.

When to Use Transmittals

Use a Transmittal when you want to:

• Send project files formally between different teams or Spaces.
• Share information with specific stakeholders while maintaining controlled access.
• Notify relevant users about important submissions or updates.
• Ensure a documented communication trail that supports compliance and version control.

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