Configure Advanced Settings: Transmittals

Objective

To configure advanced settings for the project's Transmittals tool.

Background

The Transmittals tool lets your project team keep documented records of any correspondence.

Things to Consider

Prerequisites

Steps

Configure Transmittal Settings

  1. Navigate to the project's Transmittals tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Under 'Transmittal Settings', do the following:

    transmittal settings 1.png

    • Transmittals Private by Default: Mark this checkbox to set all new transmittals to 'Private' by default. A 'Private' transmittal is visible only to users with 'Admin' level permission to the Transmittals tool, the creator of the transmittal, the recipients in the 'To' and 'Cc' fields, and members of the 'Default Distribution' list. 

    • Default Distribution: Add one (1) or more people to the default distribution group. To appear in this list, a person must be added to the Project Directory (see Add a User Account to the Project Directory).  The system will automatically add these group members to new transmittals. 

  4. Click Update.
    A banner appears to confirm that your changes have been saved.

Set User Permissions

  1. Navigate to the project's Transmittals tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. In the right pane, click Permissions Table.
  4. Set the access permission level for the tool's users by clicking the icon in the permission column until the GREEN checkmark appears:

    user-permissions-for-transmittals.png
     

See Also