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Share or send your document

If you need to share a document, drawing, report or other file with people in another organization, send a 'transmittal'.

Before you begin, make sure your document is in Aconex.

If it's not follow the instructions to get a document into Aconex first.

Here's a quick tutorial video (or find written instructions below).

  1. Select your project from the  Project Selector at the top of the screen.
Project Selector
  1. Click Documents.
  2. Under Search click  Document Register.
Register Menu
  1. Enter as many details as you can about the document in the search fields.
    The more details you enter, the quicker you'll find the documents.

If you don't know any of the details you can skip this step.

Search Button
  1. Click the Search button.
  2. Select the checkbox next to the documents you want to transmit.
  3. Click the Transmit button.
  4. Select Create a transmittal.
Selected Checkboxes
  1. Complete all the mandatory fields. They're the ones marked in yellow, with an asterisk.
Mandatory Fields
  1. Click the Send button.
Send Button

You'll see a confirmation that the transmittal has been sent. The documents you included will automatically be updated in the recipient organizations' document registers.

Any feedback?

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