Responding to and Forwarding Transmittals

You can respond to transmittals directly from the Transmittals Register.

To respond to a transmittal:

  1. Select the transmittal.

  2. Click Reply and select the type of mail.

  3. Enter in the reply details

  4. Click Send.

  • The transmittals Inbox folder stores all notifications received from other users via the Packages module.

  • Replies are automatically linked to the original transmittal.

  • Based on user access, a transmittal will be marked as read if at least one recipient within the company or department has opened the transmittal if the user is in department or company view.

  • Based on user access, if there are multiple recipients from a company or department on the transmittal, only one instance of the transmittal will show in the Inbox folder. There is an option at the bottom of the Register that allows you to hide duplicate transmittals.

  • To indicate that a recipient has responded to a transmittal, update the Response date via the Sent Items folder either at a transmittal or recipient level.

To forward transmittals:

  1. Select the transmittal.

  2. Click Forward.

  3. In the To field, enter in the recipient(s).

  4. Click Send.