Transmittals
Transmittals provide a controlled and traceable way to share documents from the CDE. They allow you to send selected files to specific recipients while maintaining a complete record of what was sent, when it was sent, and to whom.
1. Creating a Transmittal
You can create a transmittal in two ways:
a. From Files in the CDE
a. Select the files and/or folders to send.
b. Click Create Transmittal in the Collaboration ribbon.
c. In the transmittal panel:
i. Enter a name
ii. Select recipients
iii. Choose visibility:
1. Recipients can see each other, or
2. Recipients can see only themselves
d. Review the selected files:
i. Click Select files to add or remove documents if needed
e. Add an optional message
f. (Optional) Select Email me a copy
g. Click Apply to send
b. From the Transmittals Page
a. Open Transmittals from the side panel
b. Click Create Transmittal in the ribbon
c. Complete the same steps as above
2. Receiving a Transmittal
Recipients receive an email listing the transmitted documents.
By clicking the sender’s name in the email, they are directed to the transmittal page in BIMWorkplace, where they can view and download the files.
3. Transmittal Details
In the Transmittals page, you can access all sent transmittals.
Click a transmittal to view details:
· General
o Displays the transmittal status
o Information on creation date and sender
o Overall numbers of recipients, visualizations and downloads
· Files
o Displays all included files and the exact version sent
o Transmittals preserve file versions at the time of sending
o If newer versions exist or if the version sent has been deleted, a warning icon is displayed
o Download Zip to download all files at once
4. Transmittals Page
On the main Transmittals page:
· Export List
o Download an Excel file with all transmittal records
· Search & Filter
o Locate transmittals quickly by using filters
Was this article helpful?