---
title: "Transmittal Settings"
slug: "transmittalsettings"
tags: ["Issue Attributes", "issued files settings", "prompting file attributes", "Transmittal template"]
updated: 2025-06-26T09:05:05Z
published: 2025-06-26T09:05:05Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transmittal Settings

Admin Content

## 1.1. File Set Types

Transmittals are logically categorised into file set types. For instance, you can have a file set type for each Client that you work with or for each department in your company. You can create file set types that apply to all jobs (global) from the 12d Synergy Administration application and job-specific file set types from the 12d Synergy Client application.

### 1.1.1. How to Create a File Set Type

#### 1.1.1.1. Global File Set Types

1. In the **12d Synergy Administration** application, select the **Transmittals**tab**> File Set Types** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/fsttab.png)
2. [Create a file set type](https://help.12dsynergy.com/docs/v5issuedfilessettings#1113-create-a-file-set-type).

#### 1.1.1.2. Job-specific File Set Types

1. In the **12d Synergy Client** application, select the required job from the tree structure.
2. Right-click the required job and select the **Edit** option. The **Edit a Job: <*Job name*>**window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editjob.png)
3. Select the **Transmittals**tab**> Transmittal File Types** tab.
4. [Create a file set type](https://help.12dsynergy.com/docs/v5issuedfilessettings#1113-create-a-file-set-type).

#### 1.1.1.3. Create a File Set Type

1. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5issuedfilessettings.doc-image-vscx2a5h.png) icon. The **Create/Edit a file set type** prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5issuedfilessettings.doc-image-t05u96e4.png)
2. Enter a name for the file set type in the **Name** box.
3. You can enter a brief description of the file set type in the **Description** box.
4. Click the **Save** button. The file set type is created and is displayed in the **File Set Types** tab.
5. Click the **Save** button. The file set type is created and saved.

## 1.2. File Sets

A transmittal is a package of files created under a file set type. (Without a set type, a transmission package cannot be created) The files in the transmittal can be updated/modified to create the next version of the transmittal. You can then choose to transmit any version of the transmittal based on your requirements. You can create a transmittal from the **12d Synergy Client** application. For more details about creating a transmittal, click [here](https://help.12dsynergy.com/v1/docs/v5issuingclient#11-how-to-create-a-file-set).

## 1.3. Transmittal Attributes

Transmittal attributes allow you to capture information about the transmittals. You can define any number of attributes and the values for these attributes will be filled out when the transmittal is being transmitted.

### 1.3.1. How to Define Transmittal Attributes

1. In the **12d Synergy Administration** application, select the **Transmittal**tab**> Transmittal Attributes** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/transatt.png)
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5issuedfilessettings.doc-image-215jxr4t.png) icon. The **Find an Attribute** prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5issuedfilessettings.doc-image-bvpqv09a.png)
3. Do one of the following:
  - Select the required attribute from the list of attributes displayed.
  - Enter the name or search string of the required attribute in the **Filter** box and then select the required attribute from the list of attributes displayed.
4. Click the **Select** button. The selected attribute is displayed in the **Transmittal Attributes** tab.
5. Click the **Save** button. The transmittal related updates are saved.

## 1.4. File Attributes Prompting

There might be instances when you need to use some file or file change attributes when adding or modifying a transmittal. The user will be prompted to enter the values for these file change attributes while transmitting the file set.

You can select these file attributes from the list of attributes displayed in the **12d Synergy Administration** application**>** **Transmittals**tab**> File Attribute Prompting**tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/faptab.png)

## 1.5. **Transmittal**File Settings

You can customise the transmittal settings, such as the file name, transmittal name, and other similar settings. The names of the files or transmittals and the subject of the emails can have both constants and variables. The constants are just mentioned without any braces ({ } brackets), while the variables are mentioned within braces ({ } brackets). Some of the variables that can be used for these settings are listed below.

For example,

**Transmitted [File.Name] – [File.Version]** will transmit a file with the word **Transmitted**followed by the name of the original file and then its version number.

So, for a file with the name **Plot**,**Transmitted Plot-1.pdf**will be the name of the transmittal.

The word **Transmitted**in the file name is a constant, while the rest of it is the value of the variable used.

| Variable | Description |
| --- | --- |
| [Timestamp] | The time of the transmittal |
| [File.Name] | The name of the file being transmitted |
| [File.Version] | The version of the file being transmitted |
| [File.AttributeName] | Any file attribute or file change attribute |
| [FileSet.Name] | The name of the file set being transmitted |
| [FileSet.Created] | The time this file set was created |
| [FileSet.CreatedBy.FirstName] | The first name of the creator of the file set |
| [FileSet.CreatedBy.LastName] | The last name of the creator of the file set |
| [FileSet.CreatedBy.Name] | The full name of the creator of the file set |
| [FileSet.CreatedBy.Initials] | The initials of the creator of the file set |
| [Job.Name] | The name of the job to which this file set belongs |
| [Job.AttributeName] | Any attribute on the job |

### 1.5.1. How to Configure the Transmittal Settings

In the **12d Synergy Administration** application, select the **Transmittals**tab**> Settings** tab.

1. In the **Templates for transmitted/exported files**section, do the following:
  1. Enter the required format for the name of the files to be transmitted in the **File name template** box.
  2. Select one of the listed options for the **File name template options** list. These options relate to the action to be taken when encountering missing transmittal attributes.
  3. Enter the name for the [transmittal](https://help.12dsynergy.com/docs/v5issuedfilessettings#16-transmittals)in the **Transmittal name template** box.
  4. Enter the name for the file set package to be transmitted in the **Set name package template** box.
  5. Enter the subject for the email sent via Outlook informing the recipient of the transmitted file package in the **Subject for transmittal by Outlook**box.

> [!NOTE]
> If you select the [**via Email (Server)**](/v1/docs/v5issuingclient#131-if-the-transmittal-mode-is-via-email-server-then-do-the-following)option for transmitting the files in the **12d Synergy Client** application, you will be prompted to enter the subject while transmitting the package in the **Email files** window.
  6. Select the **Set “Include transmittal cover sheet” on by default** checkbox to include the transmittal cover sheet in the email informing about the transmitted file package.
  7. Select the **Exclude empty columns from the files list in transmittals** checkbox to display only those columns that have values in the transmittal.
  8. Click the **Save** button. The settings are saved.

## 1.6. Transmittals

A transmittal is the summary of a transmitted file set and is displayed once the file set has been transmitted. The template of a transmittal is customisable.

### 1.6.1. How to Design a Transmittal Template

1. In the **12d Synergy Administration** application, select the **Transmittals**tab**> Transmittal Template** tab. The existing template for transmittals is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/ttemp.png)
2. Click the **Edit** button. The **Transmittal Cover Sheet Editor** is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/covsheet.png)

The existing template is displayed on the left, while the list of variables that you can add to the template is displayed in the **Variables** section on the right.
3. Place the cursor in the transmittal template where you want to add a variable and double-click the variable from the **Variables** section. The variable is added to the template at the selected point.

> [!NOTE]
> When you add a list variable such as **FilesList**or **ContactsList**to the template, a new prompt with the following options is displayed.
> 
> - Use the existing list options
> - Update the list options If you choose the latter, the **Variable Table Editor** window is displayed. You can select the list options that suit your requirement in this window and click the **Set**button to define the new list variable.
4. Click the **Set** button in the **Transmittal Cover Sheet Editor**window.
5. Click the **Save** button. The transmittal related updates are saved.

## 1.7. System Settings Related to Transmittals

| Settings | Description |
| --- | --- |
| **Show transmittals registry** | If set to Yes, it enables the transmittals registry. You will need to restart the 12d Synergy Administrator for the **Transmittals Registry**option to be visible. |
| **Use transmittal set versioning** | If set to Yes, it enables or changes the transmittal set versioning mode. By default, it is set to No. |
| **Show transmittals registry at top-level jobs only** | If set to Yes, it enables the transmittals registry only for the top-level jobs. You will need to restart the 12d Synergy Administrator for the**Transmittals Registry** option to be visible. By default, it is set to No. |
| **Allow sending transmittals from Different Email Address** | If set to Yes, you can send the transmittal emails from your email address instead of using the address of the server. However, ensure with your administrator that the server settings are in line with this setting. |
| **Allow users to send transmittals via the email server without zipping** | If set to Yes, the transmittals are not zipped when transmitting via email. By default, it is set to No, meaning the transmittals are zipped. > [!NOTE] > Sending large files may fail, and the email servers will not display any message about the failure. |
| **Request a read receipt from a recipient when transmitting via the email server** | If set to Yes, a read receipt is requested from the recipient, provided the client honours this setting. By default, it is set to Yes. |