Send Files and Create an Outgoing Transmittal dialog box
Send Files and Create an Outgoing Transmittal dialog box
Use this dialog box to send files and file an outgoing transmittal for the file transfer.
To
Click to open the Choose Project Team Members dialog box to record who the files are being sent to. You can also type email addresses directly in this field.
CC
Click to open the Choose Project Team Members dialog box to select who else to send the files to. 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 is sending the files. You can also type email addresses directly in this field.
Subject
Enter a subject for the file transfer.
Purpose
Select the purpose of the file transfer from the drop-down list.
Hide Recipient List
For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients on email notifications, forms, and transmittals, If this option is not checked, then the email notifications, forms, and transmittals will contain the To: and CC: contacts.
Date
The file transfer sent date. You can edit it.
Send Via
This list contains the available transfer methods. Select the send method from the drop-down list.
Log in Document Control
When a file has been added to the this item through the Associated Files/Files to Send tabs using Include Files From > Record Documents, marking this checkbox will log the file’s record document as Issued in the Document Control activity center (the revision’s Revision State changes from Draft to Issued) and the Last Issued date is logged.
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 apply 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 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 Filing
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.
Options Tab
Use this tab to edit the settings for the transmittal sent via Info Exchange or via Email. The available options depend on which method is selected.
Create and Send/Create and Transfer
Click to send the files. The events that occur depend on which option you chose in the Send Via field.
If you chose to send it via Email:
An email message opens in Microsoft Outlook containing the files and information about the file transfer. Edit the message, then send it.
The transmittal is filed in the All Sent log of the Project Transmittals activity center.
If you chose to send it via Info Exchange:
The file transfer is logged in the All Outgoing log of the Info Exchange activity center.
The transmittal is filed in the All Sent log of the Project Transmittals activity center.
Create Transmittal
This button appears if you selected a physical transfer method (such as Fax) in the Send Via field. The following events occur:
A transmittal is filed in the All Sent log of the Project Transmittals activity center.
Save Draft
Click to save a draft of the transmittal. It will appear in the All Drafts Log of the Project Transmittals activity center. The files will not be sent.
Create Transmittal
This button appears if you selected a physical transfer method (such as Fax) in the Send Via field. The transmittal is filed in the All Sent log of the Project Transmittals activity center, and the Transmittal form opens.
To access this dialog box
You can access this dialog box in the following ways:
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Select a file, then click Email > Send and Log a Transmittal from the File Tasks panel of various activity centers.
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Choose the Yes, Fill Out and Record a Project Transmittal option from the Email Project Files dialog box when you click Resend Contents > Via Email from the Tasks panel of the Project Transmittals activity center.
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Select a transmittal with files that was sent via email and click Create a Similar Transmittal from the Tasks panel of the Project Transmittals activity center.
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Select an issue on the Issue History tab in the Document Control activity center and click Create Similar Issue from the Secondary Tasks panel.