Export the Transmittals Log to PDF
Objective
To export the transmittals log to PDF using the project's Transmittals tool.
Things to Consider
- Required User Permissions:
- To export the transmittals where you are an email recipient, 'Read Only' level permissions on the project's Transmittals tool.
- To export the transmittals where you are an email recipient and/or that you created, 'Standard' level permissions on the project's Transmittals tool.
- To export all transmittals, 'Admin' level permissions on the project's Transmittals tool.
Steps
- Navigate to the project's Transmittals tool.
- Click Export and select PDF.
This exports the contents of the transmittals log to the PDF file format. The table in the PDF contains the following columns of information:
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(#) Number: Shows the transmittal number.
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Subject: A descriptive subject for the transmittal.
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Actions(s) Requested: A list of any actions requested on the transmittal.
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Created Date: The date the transmittal was first created in the system.
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Sent Date: The date added to the 'Sent date' field under the 'Action As Noted' section of the transmittal.
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To Company: The company (or companies) associated with the people on the transmittal.
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Attn: Shows the recipients (i.e., the 'To' and 'Cc' fields) on the transmittal.