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Creating a Transmittal

You can create as many transmittals as required. Each transmittal can contain one or more drawing revision and can be sent to one or more recipients.

 To create a transmittal

1. Open the Transmittals register.
2. Click New to create a transmittal using the default template.

—or—

Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

A blank transmittal document appears. Some information may already be filled in, depending on the template used.

3. In the Transmittal Title field, type the title of the transmittal document.
4. If you are performing a workflow action on the transmittal document, complete the information required for this action. For more information, see "Transmittal Workflow Actions" for a list of preconditions for a specific action.
5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Transmittal Items
• Recipients
• Properties
6. Click Save when done.

Proliance saves the new transmittal document.

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