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Create a Transmittal In Document Management, switch to the Folders tab. Navigate to the folder you want to use to create the transmittal. Select the checkbox for the folder or document(s) within the folder and click Create transmittal. In the Create transmittal dialog box, enter a title for the transmittal.
How to write a transmittal document?
As you draft your letter of transmittal, adhere to these guidelines: Follow proper business letter. Maintain a professional tone. Clarify the purpose of the letter (to notify the recipient that the report is enclosed) Offer any specific details necessary for the reader to understand why the report was written.
What is a submittal transmittal?
The term for an outgoing package of documents is a transmittal , and the term for an incoming package of documents is a submittal . It is the same deliverable, it just has a different name depending on whether you are the sender of the package or the receiver of the package.
Is an RFI a transmittal?
A simple way to remember the difference between these three tools is: REQUESTS for Information for REQUESTing information. SUBmittals for SUBmitting information. TRANSmittals for TRANSferring information.
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