SPF DMS

Help Material

×

Menu

Index

Search

Jansen 2018

Create a Transmittal

This page describes how to create a new transmittal in SPF.
Before creating a transmittal, it is recommended you have a complete list of the document numbers of the documents you want to attach to your transmittal.

Video - Create a Transmittal

Create a Transmittal

Select Transmittals

1. Select Transmittals

Select the Transmittals tile displayed on the home page.

Select Create Transmittal

2. Select Create Transmittal

Select Create Transmittal button.

Select Transmittal Type

3. Select Transmittal Type

Select the type of transmittal you want to create from the list:

Client Review – Use when sending a transmittal to the client for review.
Issue For Information – Use when issuing a document for the purpose of information.
Formal Approval – Use when seeking approval and signatures from the client.
Internal Review – Use when sending a transmittal for internal review.

Select Next

Select Next to proceed to the next step: Attach Documents and Recipients to Transmittal