How to send a transmittal and mark it as acknowledged
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The written steps below already work. Come back to watch it.
How to send a transmittal and mark it as acknowledged. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open the transmittal from Transmittals. While it is Draft you can add (Add a document… then Add) or remove documents.
- Press Send to contact and confirm. The contact gets an email in their language and the status becomes Sent; the message appears in Messages.
- When the customer confirms receipt, press Mark acknowledged (status Acknowledged).
- Transmittal sheet (PDF) prints the formal sheet with signature lines.
Tip
Errors: "The contact has no email address" (add one on the contact) and "Add at least one document before sending". A badge "Now C" beside a sent revision means a newer revision exists.