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
1

Select Transmittals

1. Select Transmittals
  • Select the Transmittals tile displayed on the home page.
2

Select Create Transmittal

2. Select Create Transmittal
  • Select Create Transmittal button.
3

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.
4

Select Next

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