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Create a Transmittal History by Document report

Find out who particular documents have been transmitted to.
  1. Choose your project in the Project Selector at the top of the page.
  2. Click the Documents button on the Module Menu, and then under Search, click Document Register.
View the document register
  1. Complete one or more search criteria fields.
  2. Click the Search button.
Searching for documents
  1. Select the checkbox to the left of each document you want to include in the report.
  2. Click the Reports button and choose Transmittal History by Document.
Clicking the Reports button
  1. Click the Options button, and choose:
    •  Show me all documents – for all documents requested.
    •  Show me documents that have never been transmitted – for only the documents that have not been transmitted.
    •  Show me documents that have been transmitted to the selected organizations – to choose from a list of organizations.
  2. To add an organization, double-click the name in the Organizations list.
  3. To remove an organization, double-click the name in the Selected Organizations list.
  4. Click the OK button.
  5. Click the Export to Excel button.
Exporting to Excel
  1. Click the Temporary File button to go to Temporary Files and search for your report. The report name includes the date and time the report was generated and is in the format ExportDocumentTransmittalHistory-ddmmmyyyy_hh-mm.xls where yyyy is year, mm is month, dd is day, hh is hour and mm is minutes.
The report window

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