Custom transmittal attachment views

If you are the project owner, you can create a customized view of transmittal attachments. All users on your project will be able to select these views.

Setting up custom views

1. From the main navigation menu, click Setup and select Project Settings.
2. Click Mail, then select Transmittal Attachment Views.
3. Click Add to create an attachment view.

4. Enter a unique name for the view in the Attachment View Name field.
5. Select which fields you want to display in the view.
6. To re-order fields, drag and drop their move icon. 

• Note the Document No field will be selected by default. You can't remove this field from your selected list of fields.

7. Click Add.

Editing and deleting custom views

Deleting views does not affect the project mails already sent with the view.

1. From the main navigation menu, click Setup and select Project Settings.
2. Click Mail, then select Transmittal Attachment Views.
3. Each view has an icon to either edit or delete. You may need to click the three dots menu to see these options.

Using a custom view

Once a custom view has been set up, a user creating a transmittal will be able to select either the standard view (system default), or any other configured views using the Attachment dropdown.

Once the view is selected, the page will display the new document field configuration, and these fields will appear on the sent transmittal.