Sending Transmittals for Review

On some projects, transmittals must be reviewed by one or more people prior to being sent. This is managed using the Send for review option.

Transmittals sent for review can be:

• Reviewed and returned to the originator for sending

• Reviewed and sent on to the final recipient(s)

• Kept as a draft and sent to another user for review

• Reviewed by an individual or role

To send a transmittal for review:

1. Create the transmittal.
   

2. Click the arrow next to Send and select Send for review.
   

   The send for review dialog box opens.

3. Select one of the following radio buttons:

   • Users, if you want specific users to review the transmittal

   • Roles, if you want people in a specific role to review the transmittal

4. Select the reviewer or role.

   

5. Select the due by date.
   
   

6. Click Send.

Reviewers are notified when they have a pending transmittal.