Transmittals
  • 18 Sep 2023
  • 1 Minute to read
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Transmittals

  • PDF

Article summary

Transmittals are not available unless switched on by 12d Sysnergy Administrator

Transmittal is a formal process of transferring data.

1.1 Issue

In the Job tree go to Issued Files.

Under the Issued Files three options are provided as a default. This assists with organising the types of transmittals. More can be added by the Administrator.

  • Ribbon => Create Set

  • Select new set from the list
  • Ribbon =>Modify

  • Ribbon => Issue

An Outlook email will then be set up ready for sending

Example receipt - received once the Client opens their email.

1.2 Tracking


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