User Guide/⚙️System Settings & Configurations/Templates/Transmittal Template

Transmittal Template

Transmittal templates allow you to quickly send transmittals through a project. Templates prepopulate fields, which can be edited before sending.

Create a Transmittal Template

Watch the Video
  1. Navigate to “Templates” > “Transmittal Templates”
  2. Click “➕ Add Template”
  3. Enter a name for the new template
  4. Select the applicable fields and enter the required information for each field
  5. Click “Save Changes”
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Transmittal templates are useful for sending periodic reminders to clients or contractors holding Letters of Assurance for design scopes - see Bulk Actions on Project List

Edit a Transmittal Template

  1. Navigate to “Templates” > “Transmittal Templates”
  2. Select the transmittal template you want to edit from the list
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The # and Name columns can be sorted.
  1. Update the required fields
  2. Click “Save Changes”

Delete a Transmittal Template

  1. Navigate to “Templates” > “Transmittal Templates”
  2. Select the transmittal template you want to delete from the list
  3. Click “Delete”