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Transmitting a document

If you need people from other organizations to see your document, you'll need to 'transmit' it to them.

You can view a training video at Share or send your document.

  1. Choose your project from the Project Selector at the top of the page.
Project Selector
  1. Click the Documents button on the Module Menu, and then under Search, click Document Register.
Doc Search Doc Register Menu
  1. Complete one or more search criteria fields.
  2. Click the Search button.
Doc Search Criteria Search Button
  1. Select the checkbox of each document you want to transmit.
Doc Search Result Selected Checkbox
  1. Click the Transmit button, and choose Create Transmittal.
Doc Transmit Create Transmittal
  1. Complete all mandatory Transmittal fields, and any other fields as required.
Doc Transmittal Mandatory Field
  1. Click the Send button.
Doc Transmittal Send Button
Any feedback?

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