This procedure allows you to upload the transmittal related documents and its associated hyperlinks.
You can attach the documents only when the transmittal is in Open Status.
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Navigate to Contracts > Transmittals.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.
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Click Refresh for screen update.
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Click the Transmittal Register tab. The Transmittal Register panel appears.
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In the Transmittal Register panel, click the Transmittal ID hyperlink. The Transmittal Details panel appears.
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In the Transmittal Details panel, click the Documents tab. The existing transmittal related documents appear.
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By default, the last selected transmittal appears in the Transmittal ellipsis. To change the transmittal, click the Transmittal ellipsis in the green parameter bar and select the required transmittal.
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To view the existing attached documents, click the Attachment hyperlink.
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To view the existing document URL, click the URL hyperlink.
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Click the Insert Row icon to add a new row.
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Type the required Description.
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Click SAVE.
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(Optional) Attach the required document in the Attachment column. To attach the document, perform the following:
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Click the Attachment icon.
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Click UPLOAD and then click Choose File to select a file to upload.
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Type the description of the document in the Document Description.
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Click SAVE.
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(Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.
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Type the required web address of the risk document in the Comment or URL column.
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Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.
Click the Delete Row(s) icon to delete a selected row.
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