Configure transmittal reasons and distribution lists

Define the Reason for issue options your teams pick when issuing transmittals, and build reusable recipient groups.

1 min read

Two lists in Projects settings shape every transmittal your teams send: Transmittal reasons decide why documents go out, and Distribution lists decide who gets them without anyone typing names one by one.

Transmittal reasons

When someone issues a transmittal, the issue modal asks for a Reason for issue. The options in that dropdown come from this list.

1. 1

   In workspace settings, open Projects settings, then Transmittal reasons.

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   The Transmittal reasons list in Projects settings with reasons like For Construction and For Review

   screenshots/admin/configure-transmittal-reasons-and-distribution-lists/transmittal-reasons-list.png

2. 2

   Click a cell to edit a reason in place, or add a new one. Changes save per row.

Distribution lists

A distribution list is a reusable group of recipients. Instead of picking the same fifteen people every time a drawing set goes out, your teams pick one list in the issue modal and everyone on it is included.

1. 1

   In workspace settings, open Projects settings, then Distribution lists.

2. 2

   Create a list, name it for how it will be used, and add its members.

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   A distribution list being created with a name and recipients added to it

   screenshots/admin/configure-transmittal-reasons-and-distribution-lists/distribution-list-members.png

Build lists around how documents actually flow: one per discipline, like Structural reviewers, or one per organisation, like everyone at the client. There is more on managing them in Distribution lists.