Transmittals Log Window

The Transmittals log window lists all transmittals created to date. From this window, you can look at details of a transmittal, add a new transmittal, or generate a transmittal. You can also print a report or a form.

Buttons, Drop-Down Lists, Icons, and Links:

add_button.jpg button

Click this button to add a new transmittal to the log.

print.bmp button

Click  this button to print the default transmittal report.

print_preview.bmp button

Click  this button to display the default log report on screen the way it will look when it is printed.

Select an Action drop-down list

You can select an action to perform from the Select an action drop-down list.

Send layout to Excel send_layout_to_excel.bmp icon

Click the send_layout_to_excel.bmp icon to send the current log layout to an Excel spreadsheet. This functionality is not available when using the Firefox Internet browser.

Layout drop-down list  

Use this drop-down list to select a different layout for the log window. Just select a layout to apply the new layout. For more information on layouts, see Layouts Overview.

Transmittals Queue link

Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.

Edit Icon docpencilicon.bmp

Click the docpencilicon.bmp icon in the left column to open the Transmittal document window in Edit mode.

Find link

Click the Find link to find a particular word or text in all documents in the Transmittals log window.

Control Center link

Click to return to the Workspace.

Columns:

Date

The date the transmittal was created. Click to open the Transmittal document window in View mode.

Number

A unique number identifying the transmittal. Contract Management assigns the next sequential number to the new transmittal; however you can edit this number in the document window.

To/To Contact

The company receiving the transmittal document.

From/From Contact

The company that sent the transmittal document.

Attention

The name of person the transmittal is addressed to.

Contract

The contract associated with the transmittal.

Priority

The priority level for this transmittal, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the transmittals table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder and choosing Custom Fields.

Select an Action

This drop-down list appears at the right of each Transmittal document listed in the log. Click the arrow to open a drop-down list containing actions you can perform, including  generating a transmittal, viewing, editing, or printing the selected document, or sending the document to a user's Inbox.

How to access this log window:

From the Contract Management Control Center, expand the appropriate project, choose Communication, and then choose Transmittals.