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Procore (en-GB)

Edit a Transmittal

Objective

To edit a transmittal in the project's Transmittals tool. 

Background

In Procore, a Transmittal is a record that acts much like a packing slip to record the documents, drawings, goods, materials, samples or supplies that are transferred between entities on a project.

Using the project's Transmittals tool, you can create a record of project information that has been sent to others via fax and shipping channels. When you create a transmittal and email a copy of it to your recipients, all of the information is captured and stored with your Procore project, including the names of the sender, recipient and any 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, you would want to create a transmittal in order to keep track of the correspondence, so a historical record is available for audit purposes in Procore. 

Things to Consider

  • Required User Permission:
    • To edit any transmittal, 'Admin' level permission on the project's Transmittals tool.
      OR
    • To edit a transmittal that you created, 'Standard' level permission or higher on the project's Transmittals tool.
  • Prerequisite:
  • Additional Information:
    • The 'Related Items', 'Emails', and 'Change History' tabs become visible and available after a transmittal is created. 

Steps

Edit General Information 

  1. Navigate to the project's Transmittals tool.
  2. Locate the desired transmittal in the list. Then choose one of these options:
    • Click Edit. This opens the transmittal in edit mode. 
      edit-transmittal.png
      OR
    • Click View. This opens the transmittal in view mode. Then click Edit
  3. In the 'General Information' area, you can edit the following fields:
     
  4. Choose from the following options:
    • Click Save to save the transmittal without emailing it to the recipients in the 'To' and 'Cc' fields. 
      OR
    • Click Save and Email to save the transmittal and email it to the recipients designated in the 'To' and 'Cc' fields. 
      The Transmittal successfully updated banner appears.