How can I create and send a Transmittal in ConstructionOnline?

Transmittals can be created by, first, navigating to the desired Project, selecting the Communication tab, and choosing the Transmittals category. From here, click the green (+) Add Transmittal button located within the Transmittals pane. This will open the "New Transmittal" window where you should:

1. Fill in the relevant Transmittal Details.
   1. The "To" field is required. 
2. Choose whether the Transmittal is being submitted for: 
   1. Approval
   2. Your use
   3. As requested
   4. Review & comment
   5. Corrections
3. Choose the Actions as noted: 
   1. Out for Signature
   2. Approved as submitted
   3. Approved as noted
   4. Submit
   5. Resubmit
   6. Returned 
   7. Returned for corrections
   8. Received 
   9. Received as noted 
   10. Due Date
4. Add any relevant Notes (required) and Attachments to your Transmittal

Once you have finalized the details of your Transmittal, you can choose the "Create Transmittal" button which will send the Transmittal to the assigned recipients through ConstructionOnline, or you can choose the "Create & Send Emails" button which will send the Transmittal to the assigned recipients through ConstructionOnline AND notify them via email.

Click here for more frequently asked questions (FAQs) regarding Transmittals.