A transmittal is a controlled package of documents with an accompanying report used to perform, record, and track the distribution of project documentation between different design teams, subcontractors, vendors, and construction sites involved in a project. It is a collection object that links a set of documents to a set of recipients with reasons for receipt.
Recipient requirements are determined by internal and external distribution matrices, and what is required of those people. A distribution matrix is a table with recipients along the top and transmittal categories down the side. Transmittal categories can be based on document type, project, contract, and so on. Each cell inside the table is marked with each recipient's reason for receipt.
Distribution matrices are created separately for internal and external transmittals.
The transmittal report is attached to the collection object and is e-mailed to the recipients upon issue of the transmittal.
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