Drafts

Transmittals that have been created and saved but not Sent are stored in Drafts permanently until either Sent or Deleted.

To access and send drafts:

  1. From the left menu, click Transmittals and Drafts.

  1. To open a transmittal for further editing, double click on it and edit as normal.

  2. When finished either click Save (the transmittal will remain in the Drafts) or use the Send button from within the transmittal.

  • Printed drafts will display DRAFT at the top of the page and do not have a transmittal number. The transmittal number is assigned only once the transmittal is sent.

  • The ability to save a transmittal is limited to only general transmittals and transmittals of superseded documents.

  • If a document in a draft transmittal is revised prior to the transmittal being sent, the revised document will be automatically removed from the transmittal. The user is notified when opening the draft transmittal.