This tab provides the ability to add recipients to a sent transmittal.
Job Code
Enter a valid Job Code or use the <F4> job search function. Job Codes may be entered manually.
Number
Transmittal number is automatically created by the system.
Date
Enter a transmittal date or double click to use the calendar.
Add By Company
Click to add a company using the company lookup.
Add By Job People Grp
Click to add a company using the Select Job People Group screen shown below.
Remove
Click to remove the selected company from the recipients list.
Remove All
Select to remove all companies from the recipients list.
Recipients: Company Name
Company name of added company.
Recipients: To
Select to include/exclude from the 'To' transmittal recipients list.
Recipients: Cc
Select to include/exclude from the 'Cc' transmittal recipients list.
Recipients: Bcc
Select to include/exclude from the 'Bcc' transmittal recipients list.
Recipients: T/O
Select to indicate if the transmittal only should be sent to the recipient.
Recipients: Attention
Select an attention person from the list.
Recipients: From
Select a from person from the list.
Recipients: Address Type - Physical/Postal
Select an address type.
Recipients: Reason
Select a transmittal reason from the list.
Recipients: Delivery
Select a transmittal delivery from the list.
Recipients: Details
Enter send transmittal details.
Default Formats: Copy, Size, Media
Enter/select default copies, size and media for drawings selected for each group.
Approved By
Select approved by name from list.
Approval date
Approval date defaults to current date when an approved by name is selected, this can be manually changed however.
Note: A user may only approve and unapprove send transmittals if they have the admin functions "Approve Transmittals" and "Unapprove Transmittals".
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