Issue a transmittal

Pick documents from the register, add recipients, set a response date, and send a formal issue in one modal.

1 min read

Issuing a transmittal takes a minute: pick the documents, name the recipients, say why you are sending them, and set a response date. From then on, fluxems tracks the acknowledgements for you.

Issue the transmittal

1. 1

   In the sidebar, open Projects, open your project, then click Transmittals.

   app.fluxems.com

   The project transmittal register with the Issue transmittal button at the top

   screenshots/transmittals/issue-a-transmittal/open-transmittals.png

2. 2

   Click Issue transmittal.

3. 3

   Under Documents, pick the documents to send from the register. Each one goes out at the revision you select.

   app.fluxems.com

   The document picker in the issue transmittal modal with documents selected from the register

   screenshots/transmittals/issue-a-transmittal/pick-documents.png

4. 4

   Add Recipients: type email addresses, or add from a distribution list to bring in a saved set of people in one click.

5. 5

   Give it a Subject, pick a Reason for issue (for information, for review, for construction), and set a Response required by date.

   app.fluxems.com

   The issue transmittal modal with subject, reason for issue, and response required by filled in

   screenshots/transmittals/issue-a-transmittal/transmittal-details.png

6. 6

   Add a Message if the recipients need context, then send.

What happens when you send

Every recipient gets the issue, whether or not they have a fluxems account. A new row appears in the transmittal register and starts tracking acknowledgements straight away, so you always know who has confirmed receipt and who is still outstanding.