Modify Incoming Transmittal Record dialog box

Use this dialog box to modify a record of an incoming transmittal that you received as a hard copy in a physical package via mail, courier, or fax, or electronically via email or Info Exchange.

To

Click to open the Choose Project Team Members dialog box to record who received the transmittal. The current user is entered by default. You can also type email addresses directly in this field.

CC

Click to open the Select Project Team Members dialog box to select who else received the transmittal. You can also type email addresses directly in this field.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who sent the transmittal. You can also type email addresses directly in this field.

Subject

Enter a subject for the transmittal.

Purpose

Select the purpose of the transmittal from the drop-down list.

Date

The date the transmittal was received. You can edit it.

Received Via

This list contains the available transfer methods. Select the method in which you received this transmittal from the drop-down list.

Transmittal ID

Project Center enters an ID for the transmittal. You can edit it.

Remarks tab/Description of Contents tab/Associated Files tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Create an Outgoing Transmittal dialog box for a description of the tabs.

Keywords

Click to open the Choose Keywords dialog box to select keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to apply to the transmittal.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Print or Email Form After Saving

Mark this checkbox to open the Transmittal form, which you can review and print immediately after filing the transmittal, or send a report in an email message in Microsoft Outlook to the contacts in the To field.

Save Changes

Click to save the changes to the transmittal. It will remain in the All Received Log of the Project Transmittals activity center.

If any internal project team members are subscribed to the contact who sent the transmittal, the Incoming Transmittal Notification dialog box opens so you can select the members to notify about this transmittal. To subscribe to external team members and groups that you want to receive an email notification from when they transfer files, transmittals, or contract management items to your Info Exchange Server, see the Subscribe to External Communication dialog box.

To access this dialog box

Select a received transmittal, then click Modify from the Tasks panel of the Project Transmittals activity center.