Creating and Sending Transmittals


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

You are also prompted to create a transmittal each time you upload documents in bulk.

Step by Step — Create a transmittal from the Documents register

Create a transmittal from the Documents register to transmit document links to recipients.

  1. From the Documents register, select the documents you want to transmit.

  2. Click Transmit, and then select Create transmittal

  3. Enter in the transmittal details.

  4. You can click the Add icon in the documents section to add additional documents if needed.

  1. Set the search criteria for the documents.

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

  3. Click Send.

What's next: The transmittal is shown in the Transmittals Sent items register. If the transmittal is large, and processing takes place in the background, a processing icon shows to the left of the item in the register. When processing is complete, a check mark icon shows. If the process was unsuccessful, an exclamation point shows.

  • You are also given the option to transmit documents after you upload them.

  • 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.

  • When you download a document from a transmittal, a prompt to download a later revision will appear if a later revision has been uploaded.

  • 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.

  • Recipients can automatically be notified about future transmittals of revised documents by selecting Notify on revision at the top of the Details page. .

  • To link items to a transmittal, click the Links tab.

  • To generate a preview of the transmittal before sending, click Print Preview.

  • 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.