View a Transmittal

Objective

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

Things to Consider

• Required User Permissions:
  • To view a transmittal not marked as 'Private':
    • 'Read Only' level permissions or higher on the project's Transmittals tool.
• Additional Information:
  • A 'Private' transmittal is only visible to its creator, users added to the 'To' or 'CC' fields on the transmittal, and users with 'Admin' level permissions on the project's Transmittals tool.
    • Users with the 'View Private Transmittals Associated to Users within Same Company' granular permission enabled on their permissions template can view a transmittal marked 'Private' if another user in their company is the transmittal's creator or is included in the 'To' or 'CC' fields on the transmittal.

Prerequisites

• Create a Transmittal

Steps

1. Navigate to the project's Transmittals tool. 
   
   
   
   Each row in the table represents a transmittal and the columns reveal 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. 

See Also

• Create a Transmittal
• Edit a Transmittal
• Delete a Transmittal