[AUDIO LOGO]
A key factor for great collaboration is making sure the team have access to the information when they need it. Uploading documents is the first step. The second is to send or transmit those documents to others on the project. Let's take a look at how we do this.
First, we'll need to find some documents to send. Let's locate all the architectural drawings that are awaiting approval. And there they are. We have a few here and we don't need to send them all. We'll use the checkboxes on the left to select the ones we need.
Next, we head up to Transmit and Create a Transmittal. And this creates a new transmittal and automatically adds the selected documents. We can also remove documents. Let's remove the bottom two to demonstrate this.
Then, we need to add recipients. We'll start by typing the first part of their name and hitting Enter. It's found several Johns on the project. We just need the first one. And then what we'll do is we'll also add our colleague Patrick into the CC list.
And then we select a Reason for Issue. This is common practice and tells the recipients why they're being sent the documents. And this list can be customized by the project administrator.
We also have the option here of requesting a response by a certain date. Then, we complete the Subject, and if necessary, the body of the transmittal. Once we're happy, we click Send. That's it.
The documents and transmittal are already with the recipients, so no more missed emails or lost documents. And as with other mail, it's automatically assigned a unique reference.
So remember, first, we upload the documents. Then, we make them available to others using a transmittal. We'll cover more mail features in other lessons.