Transmittals

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