Sending Transmittal Drafts

Transmittals that have been created and saved are stored in the Drafts folder until they are sent or deleted.

To send transmittal drafts:

  1. Click the Module drop-down menu.

  2. In the Transmittals menu, click Drafts.

  3. Select the transmittal.

  4. Edit the transmittal details.

  5. Click Send.

  • Printed drafts will display DRAFT at the top of the page and do not have a transmittal number. The transmittal number is assigned after the transmittal is sent.

  • If a document in a drafted transmittal is revised prior to the transmittal being sent, the superseded document will automatically be removed from the transmittal. The user will be notified when opening the drafted transmittal.