Creating and Sending Transmittals

 

There are multiple ways to generate transmittals using InEight Document, depending on your requirements.

To create a transmittal:

1. From the document register, select the documents you would like to transmit.

2. Click the Transmit button and select Create transmittal
   

3. Enter in the transmittal details.
   

4. 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.

5. Set the search criteria for the documents.
   

6. Select the documents you want to add to the transmittal.
   

7. Click Send.