Transmittal Template

Transmittal templates are available so you can easily send a transmittal through a project. These templates will pre-populate, but the individual fields can be edited before sending.

Create a Transmittal Template

Navigate to “Templates” > “Transmittal Templates”

Click “Add Template” button

Name your new template

Check all checkboxes for applicable fields, and enter appropriate information within each field

Click “Save Changes”

Edit a Transmittal Template

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Editing an existing transmittal template will affect only new transmittals created from it. If existing draft transmittals need to be updated to match the template, you will need to update those through the Project-specific page

Navigate to “Templates” > “Transmittal Templates”

Select the template you’d like to edit from the list

Edit any field as you feel appropriate

Click “Save Changes”

Delete a Transmittal Template

Navigate to “Templates” > “Transmittal Templates”

Select the template you’d like to delete from the list

Click “Delete”