Setting up transmittal types

Note: This functionality is available only if you have the Document Control Module.

You can create a list of transmittal types, allowing you to categorize the transmittals.

Example of transmittal types

Transmittal Type #

Type Name

10

Job Startup

20

Mid-Project Update

30

Job Closeout

To set up transmittal types

  1. Open 6-11-3 Transmittals.
  2. Next to the Type list, click the detail button.
  3. In the Transmittal Type# box, enter the type number.
  4. In the Type Name box, enter a description of the type.
  5. Click File > Save.