How to create a transmittal to send drawings to a customer

Name: Arkon One: How to create a transmittal to send drawings to a customer
Duration: 53 s
Description: How to create a transmittal to send drawings to a customer. Owner / Administrator, Office Manager, Engineer / Document Control and Sales & Estimating can create transmittals.

This video is coming soon

The written steps below already work. Come back to watch it.

Next lesson: How to send a transmittal and mark it as acknowledged →

How to create a transmittal to send drawings to a customer. Owner / Administrator, Office Manager, Engineer / Document Control and Sales & Estimating can create transmittals.

The steps, written out

Open Engineering → Transmittals (Transmittals) and press New transmittal (or New transmittal on a document page).
Choose the Job and press Load documents.
Choose To (contact) (a contact of that customer; if none exist add one first), Purpose (For approval, For construction, For information or As requested), the date and the cover message.
Tick the documents (or Select all) and press Create transmittal.

Tip

It is saved as Draft with a number like TR-108, and records the revision of each document at that moment.

← Transmittals: a tour How to send a transmittal and mark it as acknowledged →