Responding to Transmittals

To respond to a transmittal:

  1. From the left menu, click Transmittals then Inbox.

  1. From within the Inbox, select the transmittal item by double clicking on it or ticking the box next to it and selecting the Reply, or Reply All buttons on the toolbar then choose a mail type, if available.

  1. Proceed as normal for creating outgoing mail, then click Send.

  • The transmittals Inbox also stores all notifications received from other users via the Packages module.

  • Replies are automatically linked to the original transmittal.

  • Incoming transmittals are display in bold until they are opened. They can also be marked as read / un-read right clicking on the transmittal entry.

  • Based on user access, a transmittal will be marked as read if at least one recipient within the company/department has opened the transmittal.

  • Based on user access if there are multiple recipients from a company/department on the transmittal, by default only one instance of the transmittal will show in the Inbox (own if the recipient, otherwise the first recipients entry). Use the Show duplicate company transmittals option to see all entries – including read/un-read status.

  • Track outstanding responses to transmittals via the Transmittals Widget at the Dashboard for responses outstanding and responses overdue.

  • To indicate that a recipient has responded to a transmittal, update the Response date via the Transmittals – Sent Items Register either at a Transmittal or Recipient level.