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Procore (en-GB)

Forward a Transmittal by Email

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 Permission:
    • To forward any transmittal, 'Admin' level permission on the project's Transmittals tool. 
      OR
    • To forward a transmittal that you created, 'Standard' level permission or higher on the project's Transmittals tool.
    • To be named as a recipient on a forwarded transmittal, the recipient must exist in the Project Directory (see Add a User Account to the Project Directory).

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:
  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.