Transmittals: a tour

Name: Arkon One: Transmittals tour
Duration: 70 s
Description: A tour of Transmittals in Arkon One: Formal issue of drawings and documents to customers and the controls you will use most.

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A tour of Transmittals in Arkon One: Formal issue of drawings and documents to customers and the controls you will use most.

The steps, written out

Open Transmittals from the Engineering and 3D Designer section of the left menu.
Read each row: Transmittal #, Date, Job, Customer, To (contact), Purpose.
Switch to the All tab.
Switch to the Draft tab.
Switch to the Sent tab.
Switch to the Acknowledged tab.
Use the New transmittal button at the top of the page.

Tip

Owner / Administrator, Office Manager, Engineer / Document Control and Sales & Estimating can create transmittals. 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.

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