Create a New Transmittal
To create a new transmittal, click the ‘View Transmittals’ button in the task menu on the left side of the PentagonDocs Assistant Home interface:
This will open the Transmittals dialog which will list any existing transmittals. Be aware that the ‘View’ option can be set to either ‘Show All’ or ‘My Drafts’ so if you can’t see what you are looking for you may need to change the view. To create a new transmittal right-click anywhere in the list area of the dialog window and select ‘New Transmittal’
Note: If you right click on an existing transmittal, you will also find the option ‘New Transmittal’ option at the top of the context menu.
This will open the ‘New Transmittal’ dialog as shown below:
This dialog allows you to select the ‘Project ID’, ‘Issuing Company’, ‘Issue Type’ and the ‘Issue For’ metadata for the transmittal. The bottom pane of the dialog also allows for the selection of the ‘Recipients’ for the Transmittal. The ‘Project ID’ and ‘Issuing Company’ selections also provide the option to select from a list of ‘Favourites’ which can be quickly accessed by the favourites button.