Transmittals
Purpose
Create and track formal packages of files sent to recipients (members, teams, companies), including messages, visibility settings, ZIP files, and reminders.
Relevance
It replaces the practice of "sending IFCs by email" without a paper trail. It provides proof of delivery (Viewed / Downloaded) and privacy control between recipients.
Usage Example
A manager uses Create Transmittal for "IFC Architecture Week 12", sets recipients to the client team, Visibility to Recipients can only see themselves, adds a message, selects Send me a copy, and later uses Send reminder email.
Who Can Use It
Users with Transmittals permissions.
Screen Anatomy
- List + Search & Filters.
- Empty state: Create Transmittal.
- Detail view with tabs: General · Recipients · Files.
- Creation wizard.
Options and Fields
Ribbon
Create Transmittal · Export List · Search & Filters.
Create
| Field | Function |
|---|---|
| Title | Title (required) |
| Recipients | Members, teams, or companies |
| Visibility | Recipients can see each other / only themselves |
| Files for transmittal | Files from the CDE |
| Message | Text for recipients |
| Send me a copy of the notification by email | Copy |
List Filters
Search by title · Sent by · Recipients · Viewed by · Downloaded by · Sent between · status By All / By Some / By None.
Detail
| Area | Content |
|---|---|
| General | Status · ID · Sent by · Created at · Message · Options (email copy / visibility) · Viewed · Downloaded |
| Files cols | Name · Version · Description · Path · Last updated · Updated by |
| Actions | Download ZIP · Export Report · Cover Page · Send reminder email |
Statuses: Pending · Completed · Processing · Failed.
How to Use
- CDE → Transmittals → Create Transmittal (or select files in Files → Create Transmittal).
- Set Title, recipients, visibility, files, and message.
- Send and track Viewed/Downloaded status.
- Use Reminder / Export / ZIP as needed.
Links
Tips / Common Errors
- Title and at least one recipient are mandatory.
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