Once you have created a draft transmittal you can assign documents to it. In PentagonDocs Assistant, locate the documents that you wish to add to the transmittal (use a view or search to locate documents). Select all the required documents (ctrl + click or shift + click, you can also add documents individually from different views) and then click ‘Add to Transmittal’ button from the task panel.

 


When you click the ‘Add to Transmittal’ button the ‘Transmittals’ dialog will open. Select the ‘My Drafts’ view and then select the required transmittal. Then click the ‘Add Documents’ button (you can also double click the required transmittal to add the documents)



When you click ‘Add’ (or double click on the required transmittal) confirmation of the documents added will be displayed.



Click ‘Close’ to dismiss the ‘Add Documents’ dialog. Now right-click on the transmittal and select ‘Documents’.



This will open the ‘Transmittal’ details dialog with the ‘Documents’ tab pre-selected. There are 3 tabs, ‘Details’ shows the original selections for the new transmittal, including the recipients. ‘Documents’ lists the document objects that have been added to the Transmittal. The ‘Task Details’ tab will show the status of the transmittal build and check in process:





The list of documents that you have added to the transmittal will be shown on the ‘Documents’ tab. For documents that have a native file and a rendition file, both will be shown. You can select to not issue the native files by simply highlighting the files and selecting ‘Remove Documents’ from the context menu:



Before submitting a transmittal, you can go back to the PentagonDocs Assistant client and add more documents as needed by repeating the process.