Document your Submittals and Transmittals.
In your submittals, share with architects, engineers and construction professionals documents that arise during a construction project. This can include expected and upcoming revisions or a request to be answered.
Transmittals are typically used to track the sending of records, documentation, or materials (e.g. CAD drawing files) required for the project.
You don't need any special requirements to use this function .
You will soon be able to find the training video for the article here.
Click path:
- Workspace coordination> select project> communication> submittals / transmittals
Submittals:
- To create a new submittal, please click on "+ New".
- You can select or deselect all sections under Section and adjust their order.
- You can also empty each individual section under "..." of the respective section, add notes or delete them.
- You can edit the respective column titles and the column order under the table settings of a section.
- If necessary, fill in all the general information, determine the package contents and information about the schedule and delivery. Finally, you can define the submittal process and add comments and attachments.
- Define your distribution list by selecting appropriate people.
- You can then send your submittals by clicking Send.
- To save as PDF you can select the PDF export under "...".
- You can remove your selected submittals under Delete.
Transmittals:
- To create a new transmittal, please click on "+ New".
- You can select or deselect all sections under Section and adjust the order.
- You can also empty each individual section under "..." of the respective section, add notes or delete them.
- You can edit the respective column titles and the column order under the table settings of a section.
- If necessary, fill in all general information, determine the type and included articles of the transmittal, as well as the content of the transmitted. Finally, you can add comments and attachments.
- Define your distribution list by selecting appropriate people.
- You can then send your transmittal by clicking Send.
- To save as PDF you can select the PDF export under "...".
- You can remove the transmittal you have created under Delete.