Creating and Sending Transmittals
There are multiple ways to generate transmittals using InEight Document, depending on your requirements.
To create a transmittal:
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From the document register, select the documents you would like to transmit.
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Click the Transmit button and select Create transmittal
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Enter in the transmittal details.
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Click the plus icon to add additional documents if needed.
You can also create the Transmittal first by clicking New and selecting the Transmittal Type. Documents can be added by clicking the plus icon. You will also be prompted to create a transmittal each time you upload documents in bulk.
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Set the search criteria for the documents.
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Select the documents you want to add to the transmittal.
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Click Send.
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You are also given the option to transmit documents after you upload them.
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Recipients receive transmittals via their nominated email account. Documents can be downloaded individually from the links on the transmittal. Recipients can also choose to download the documents in bulk, with or without annotations.
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When you download a document from a transmittal, a prompt to download a later revision will appear if a later revision has been uploaded.
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If all the documents on a transmittal are in PDF format, these can be merged into a single PDF file for download by ticking the Merge PDF files option.
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Recipients can automatically be notified about future transmittals of revised documents by selecting the Notify recipients of future revisions automatically option.
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To link items to a transmittal, click the Links tab.
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To generate a preview of the transmittal before sending, click Print Preview.
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It is possible to send confidential transmittals where only the sender and recipient(s) can view the transmittal. This must be enabled by InEight. If enabled, users will be able to select the Send Transmittal as Confidential option when composing the transmittal.