Transmittal templates allow you to quickly send transmittals through a project. Templates prepopulate fields, which can be edited before sending.
Create a Transmittal Template
- Navigate to “Templates” > “Transmittal Templates”
- Click “➕ Add Template”
- Enter a name for the new template
- Select the applicable fields and enter the required information for each field
- Click “Save Changes”
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
- Navigate to “Templates” > “Transmittal Templates”
- Select the transmittal template you want to edit from the list
The # and Name columns can be sorted.
- Update the required fields
- Click “Save Changes”
Delete a Transmittal Template
- Navigate to “Templates” > “Transmittal Templates”
- Select the transmittal template you want to delete from the list
- Click “Delete”