Transfer Project Item Content dialog box

2 minutes
12 months ago

Transfer Project Item Content dialog box

If the currently selected project item contains supporting documents and/or email messages with attachments, use this dialog box to include those files in a new file transfer, transmittal, or email message. Mark the checkboxes of the files you want to include, then click OK.

 

To access this dialog box

You can access this dialog box in the following ways:

  • Click Create Related > Transfer > Via Email from the Related Items tab of various activity centers throughout Project Center.

  • Click Create Related > Transmittal > Via Email from the Related Items tab of various activity centers throughout Project Center.

  • Click Create Related > Transfer > Via Drag/Drop Method from the Related Items tab of various activity centers throughout Project Center.

  • Click Create Related > Transmittal > Via Drag/Drop Method from the Related Items tab of various activity centers throughout Project Center.

  • Click Email > Send and Log a Transmittal from the Tasks panel of the Project Document Sets activity center.

  • Click Email > Send with Options from the Tasks panel of the Project Document Sets activity center.

  • Click Info Exchange > Transfer Only from the Tasks panel of the Project Document Sets activity center.

  • Click Info Exchange > Transfer and Log a Transmittal from the Tasks panel of the Project Document Sets activity center.