Sending a transmittal

Sending a transmittal with Transmittal Manager performs all of the transmittal preparation steps but does not actually deliver the transmittal. This is because additional manual steps are usually involved, depending on your business processes.

When you send a transmittal with Transmittal Manager:

A transmittal report is created

The transmittal report is imported into the ImandrA vault

The transmittal report is printed (optional)

An email message is generated and addressed to the recipient and additional contacts, if any (optional).

A copy of the transmittal report is attached to the email message.

Copies of the documents included in the transmittal are attached to the email message (optional).

Shortcuts to the documents included in the transmittal are attached to the email message (optional).

Before you begin

A supported version of Microsoft Word must be installed on your computer to send transmittals.

To send a transmittal:

Click the

icon. The Drafts view appears.

Select the transmittal that you want to send.

Click the Send toolbutton

. The Send transmittals dialog appears.

Select or enter options using the descriptions in the following table.

Send transmittal options
Option	Description
Send date	Select a date to be shown on the transmittal and tracked as the date that it was sent.
Reference	The transmittal name or project reference.
Email copies	Enable this option to attach copies of the documents to the email message. If this option and Email shortcuts are both disabled, no email message will be generated.
Email shortcuts	Enable this option to include in the email message shortcuts to the documents in the ImandrA vault. If this option and Email copies are both disabled, no email message will be generated.
Print	Enable this option to print the transmittal report.
Taskholder prints	Specify the number of transmittal report hardcopies to print for the transmittal recipient.
CC prints	Specify the number of transmittal report hardcopies to print for each CC contact. By default, one hardcopy is printed for each CC contact.
BCC prints	Specify the number of transmittal report hardcopies to print for each BCC contact. By default, one hardcopy is printed for each BCC contact.
Total prints	Shows the total number of transmittal report hardcopies that will be printed based upon the quantities specified for the preceding options. This value is read-only and is automatically updated.
Printer Setup	Click to select the destination printer and its options.

Send transmittal options

Option

Description

Send date

Select a date to be shown on the transmittal and tracked as the date that it was sent.

Reference

The transmittal name or project reference.

Email copies

Enable this option to attach copies of the documents to the email message. If this option and Email shortcuts are both disabled, no email message will be generated.

Email shortcuts

Enable this option to include in the email message shortcuts to the documents in the ImandrA vault. If this option and Email copies are both disabled, no email message will be generated.

Enable this option to print the transmittal report.

Taskholder prints

Specify the number of transmittal report hardcopies to print for the transmittal recipient.

CC prints

Specify the number of transmittal report hardcopies to print for each CC contact. By default, one hardcopy is printed for each CC contact.

BCC prints

Specify the number of transmittal report hardcopies to print for each BCC contact. By default, one hardcopy is printed for each BCC contact.

Total prints

Shows the total number of transmittal report hardcopies that will be printed based upon the quantities specified for the preceding options. This value is read-only and is automatically updated.

Printer Setup

Click to select the destination printer and its options.

Note The transmittal reports printed for the recipient and the CC and BCC contacts are identical.

Click OK. If the transmittal’s deadline has already passed, a dialog appears for you to confirm that you want to send the transmittal anyway. Click Yes to proceed. The transmittal is sent with the selected options.

If the transmittal specifies a contact reason that is associated with a workflow, it is moved to the Sent items view. Otherwise, it is moved to the Archive view.

Tip You may send multiple transmittals in one operation by selecting multiple transmittals in step 2. When you do so, an additional row with a Reference value of Apply to all appears in the Send transmittals dialog. Specify options in this row to apply them to all of the selected transmittals at one time.

Following is an example of a transmittal report imported into ImandrA.

Related concepts

Working with transmittals

Related tasks

Creating a transmittal

Creating a transmittal from within ImandrA Desktop

Copying a transmittal

Changing a transmittal

Previewing a transmittal

Printing a transmittal

Processing a sent transmittal

Viewing transmission information

Deleting a transmittal