Creating a Transmittal

A transmittal is created from the document smart folder. A transmittal can also be created from the document transmittal window.

To create a transmittal

Select the document smart folder where your document is located
Select the check box next to the documents that you want to send
Click More>>Create Transmittal

Document Transmittal window is displayed

Basic Transmittal details are entered in the Basic section of the document transmittal window.

To enter transmittal details

Transmittal details section of the document transmittal window is displayed in the following figure. Elements in the transmittal details section is explained in the table below.

Figure: Transmittal Details

For a project you can select different transmittal types and define the recipients for a specific transmittal type. In the document transmittal window, the recipient details and distribution option are usually filled in automatically based on the transmittal type selected. You can also manually enter the transmittal recipients.

Sl.No.	Item	Description
1	To	To recipients are mandatory for a transmittal. The recipients are filled in automatically from a pre-defined list or can be entered manually. To select recipients Click in the shaded area around the label To.. User List window is displayed Select the users whom you want to add as recipients and click OK to continue NOTE: Auto suggest feature is available for selecting the recipients. As you enter the text the entire set of user names starting with the entered string is displayed. You can select the recipients from the list.
2	Cc	Specify the recipients for the copies of the Transmittal. In the "CC" field, user can also enter the external mail ID of people outside Wrench. To select recipients Click in the shaded area around the label Cc User List window is displayed Select the users whom you want to add to the Cc list and click OK to continue You can also select the recipients using auto suggest feature as explained in the preceding column.
3	Distribution List	This is a set of users to whom intimation has to be sent on the release of a transmittal. Click the Distribution List button to select a set of users from the User List window.
4	Transmittal Type	Transmittal type is used to categorize the different transmittals. The examples of different transmittal types are drawing transmittals, method statement transmittals, material transmittals etc. The common difference between the different transmittal types is the transmittal report (face sheet) format and their numbering pattern. Click the browse button next to Transmittal Type to select from a pre-defined list listed in the Select Transmittal Type window.
5	Issue Purpose	Select an Issue Purpose which helps in defining the purpose for which the document transmittal is released and the corresponding revision series to be used. Click the browse button to select an Issue Purpose.
6	Reference Number	Wrench automatically generates a unique reference number for transmittals. On clicking the browse button, number generation window is displayed. In the number generation window you can enter values for different numbering blocks.
7	Project Number	Click the ellipse button and select the Project for which Transmittal is being created This is not mandatory since Transmittals may be created for Documents that are not in any Project. If any project is set as the default project, the corresponding project number is displayed here.
8	Category	In Wrench transmittals are classified into following three categories. General Transmittals: Transmittals used for Interdepartmental Communication and to any other external agency such as vendors. Documents in any status can be send through General Transmittals. Release Transmittal: These are used for submitting documents to the customers for the purpose of Issue or Approval. Only those Documents which are currently in the pre-defined stage will be available in the Transmittal Queue, which can be added and released through a "Release" transmittal. Final release: Transmittals used to transmit documents that are ready for issue to the Customer. NOTE: If the category is selected as Release or Final Release, option Add Documents is disabled in the Documents pane. You can add documents that are queued in the workspace by clicking More>>From Workspace. Select a transmittal type according to your requirement
9	Distribution Option	Here you can choose the different types of files that can be send through the transmittal. Usually this field is filled in depending on the transmittal type that is selected. Click the browse button to select the type of files to be send through transmittal. Distribution Option window is displayed. In the Distribution Option window select the check box next to a document type that has to be sent through a transmittal. Click Select to continue
10	Description	You can enter a description about the documents or drawings that is being transmitted.
11	Remarks	Here you can enter some additional information or notes

Saving and editing a transmittal

The details entered in the transmittal window can be saved and the entered details can be edited

To save the transmittal

To edit the transmittal