Create Transmittal from a Submittal

Create Transmittal from a Submittal

Once you have created your Submittal(s) you can Issue them via a transmittal to your team. 

You can issue them through RForm electronically or you can print them out and send them physically i.e. via courier.

1. Navigate to the Submittals tab and click on the Submittal you want to Issue. 
2. To Issue a Submittal click the Issue Transmittal button from the submittal form. 
3. The Create Transmittal form then opens and the 4 sections must be completed. 
4. Section 1- Recipient’s Information  Select a date the transmittal will be sent, select who you are sending the transmittal to and select who you would like to CC on this transmittal.
5. Section 2 - Transmittal Type  Enter how the transmittal will be sent, for example by courier, hand, fax, etc. If you are sending this through RForm, please leave this section blank.
6. Section 3 Submittals From the list of Submittals select which are to be transmitted via RForm with a check box and enter the quantity. 
7. For sending physical items, you can log the quantity and description in the lower part of section of the form or if an item hasn't been logged yet.
8. Section 4 Notes Add any additional notes in the comment field provided.  Click the Save button to complete the transmittal. 
9. The transmittal will be automatically emailed to those recipients selected earlier, or a hard copy can be printed off.