Add Items to a Transmittal
Objective
To add items to a transmittal using the project's Transmittals tool.
Things to Consider
- Required User Permission:
- To edit an existing transmittal, 'Admin' level permission on the project's Transmittals tool.
- To add items when creating a transmittal, 'Standard' level permission or higher on the project's Transmittals tool.
- Prerequisites:
- Complete the steps in Create a Transmittal.
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- Additional Information:
- If you want to attach a PDF or other document attachment to a transmittal, you can do so when you select one of the following from the 'Format' drop-down list under items: Documents, Plans, Prints, Samples, or Shop Drawings.
Background
The Transmittals tool lets you keep a record of project information that has been sent to others via fax and shipping. When you create and send a transmittal, all of the transmittals information is captured and stored with your Procore project, including the names of the sender, recipient and relevant dates. For example, perhaps a user's email system is down and the only way to send an official response is via fax or a phone call. In such cases, transmittals can be used to properly keep track of these correspondences inside of Procore for historical record and audit purposes.