This procedure allows you to create a new transmittal. After a new transmittal is created, the status of the transmittal becomes Open and a log entry appears on the Log tab. Also, all resources established in the Contract Setup screen (Contracts > Contract Setup > Contract Register – Workflow Admin tab) with a Distribution List value of All Contract Workflow will be notified.
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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 Actions list and select Create Transmittal.
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The Create Transmittal dialog box appears.
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Click the Contract ellipsis to select the required contract.
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Type a unique Transmittal Name.
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Click the Transmittal Type ellipsis to select the required transmittal type.
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Click RUN. A new transmittal appears in the Transmittal Register panel.