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Support Home > Products > Procore > Procore User Guide > Project Level > Transmittals > Tutorials > View a Transmittal

View a Transmittal

Objective

To view a transmittal using the project's Transmittals tool. 

Things to Consider

  • Required User Permission:
    • To view a transmittal where you are an email recipient, 'Read-Only' level permission on the project's Transmittals tool.
    • To view a transmittal where you are an email recipient and/or that you created, 'Standard' level permission on the project's Transmittals tool. 
    • To view any transmittal, 'Admin' level permission on the project's Transmittals tool. 

Steps

  1. Navigate to the project's Transmittals tool. 
    This reveals the Transmittals page.



    Each row in the table represents a transmittal and the columns reveals the following information:
    • (#) Number: Shows the transmittal number. 

    • Subject: A descriptive subject for the transmittal.

    • Created Date: The date the transmittal was first created in the system. 

    • Email Sent Date: The date the transmittal was sent to the recipients (i.e., the people and distribution groups designated in the 'To' and 'Cc' fields). 

    • To: A list of people, including distribution groups, from the project's Directory. The transmittal is assigned to the listed individual(s).

    • CC: A list of people, including distribution groups, from the project's Directory.

    • Action As Noted: A list of any actions noted on the transmittal.

    • Submitted For:  A list of the reason(s) the transmittal is being submitted for.

    • Sent Via: Shows how the transmittal was sent.

  2. Locate the desired transmittal in the list. Then click View.
    This opens the selected transmittal in view mode. 
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Last modified
13:49, 7 Sep 2017

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