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Forward a Transmittal by Email

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Objective

To forward a transmittal by email to members of your project team. 

Background

After you create a transmittal, the system reveals a row of tabs across the top of the transmittal. When you open a transmittal in View mode, you'll see an Email button and an Emails tab at the top of the transmittals page. You can click the Email button to open the Forward Transmittal page in the Emails tab. The Steps below describe how to forward a transmittal by email. 

Things to Consider

  • Required User Permissions:
    • To forward a transmittal not marked 'Private':
      • 'Standard' level permissions or higher on the project's Transmittals tool.
    • To forward a transmittal marked 'Private':
      • 'Standard' level permissions or higher on the project's Transmittals tool AND be the transmittal's creator or added to the To or CC field on the transmittal.
        OR
      • 'Standard' level permissions on the project's Transmittals tool with the 'View Private Transmittals Associated to Users within Same Company' granular permission enabled on your permissions template AND a user in your company is the transmittal's creator or was added to the To or CC field on the transmittal.
    • To forward any transmittal: 
      • 'Admin' level permissions on the project's Transmittals tool.

Steps

  1. Navigate to the project's Transmittals tool. 
  2. Locate the transmittal in the list. Then click View. 
  3. Click Email.
    email-transmittal.png
  4. Enter the following in the Emails tab:

    • To: Select people or distribution groups from the project's Directory. This action assigns the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients. 

    • CC: Select people or distribution groups from the project's Directory. This action carbon copies the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.

    • Private: Mark this tickbox to hide the transmittal from everyone except 'Admin' level users, designated users in the 'To' and 'Cc' fields, and members of the default distribution group (see Configure Advanced Settings: Transmittals).

    • Subject: A descriptive subject for the transmittal.

    • Attachments: Click Attach File(s) or move a file from your computer or network to the Drag and Drop File(s) area. You can upload a file from your computer of another file that is stored in Procore's Documents tool. 

    • Message: Type a message as desired in the box and format it as desired using the options in the control bar. 

  5. Click Send.
    A banner appears to confirm that Procore is sending your message and the system focus returns to the General tab of the transmittal.