Issue a transmittal

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

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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

   

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

   

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

   

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.