Transmit a submittal

You can generate a transmittal from a submittal or a submittal set, so you can issue the submittal using links.

Step by Step — Create a transmittal from a submittal

You can create and send a transmittal from the Submittals register.

  1. From the Submittals register, select a submittal.

  2. Click Transmit, and then select Create transmittal. The Transmittal Details page opens.

  3. Enter the details of the transmittal, and then click Send transmittal.

Step by Step — Create a transmittal from a transmittal set

You can create and send a transmittal from the Submittals Sets register.

  1. From the Submittals Sets register, select a set.

  2. Click Transmit Set, and then select Individual documents. The Transmittal Details page opens.

  3. Enter the details of the transmittal, and then click Send transmittal.

When a combined link document already exists for the set, you can transmit the set as a combined link document.

Step by Step — Transmit a set as a combined linked document

Transmit a set as a combined linked document when you have already created a linked document.

A combined linked document must already exist. If a combined linked document does not exist for the set, Document prompts you to create one. See Export a set for information about creating a combined linked document.

  1. From the Submittals Sets register, expand the Transmit Set drop-down menu, and then select Combined linked document.

    The Transmit Details page opens with the linked document already selected.

  2. Fill out the details for the transmittal. When a due date is assigned to the submittal set, Document uses that date to populate the Respond by date in the transmittal details.

  3. Click Send to send the transmittal.

See Transmittals for more information about using and managing transmittals.