Forwarding a Transmittal

To forward a transmittal that has been sent:

  1. From the left menu, click Transmittals and select either Inbox or Sent Items.

  1. Select the transmittal to be forwarded then click Forward.

  1. Complete the transmittal as per normal.

  2. Click the Send button.

  • All details from the transmittal selected, other than the recipients, will be included in the new transmittal.

  • If any of the documents on the transmittal being forwarded have been superseded, a prompt will appear for action.

  • The Subject of the new transmittal is prefixed with “Fw:”

  • The transmittal being forwarded and the new transmittal will be auto linked and shown in the thread view.

  • The details section of the new transmittal will be populated with the source transmittal details. You can Bulk Forward transmittals of the same type by selecting the Transmittals then from the arrow next to Forward choose Bulk Forward.