Send a transmittal via email

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Send a transmittal via email

Use the Email Selected Transmittal command to send the selected transmittals via email directly from the Transmittal dialog box.

Note that the Email Selected Transmittal command only works with Microsoft Outlook, so you need to have Microsoft Outlook open before trying to send a transmittal by email.

  1. In the Transmittal dialog box, select the transmittals that you want to send via email.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click the Transmittal ribbon tab.
  3. On the menu, select Email Selected Transmittal.

    The Email Transmittal dialog box opens.

    Note that the people who were marked as recipients of the transmittal are automatically included in the Recipients Included list.

  4. In the Email Transmittal dialog box, click the arrow buttons to move additional recipients to the Recipients Included list.
  5. If some of the recipients do not have an email address saved in the Address Book, do the following:
    1. Select the recipient in the Recipients Included list.
    2. Click Contact Details.
    3. Type the email address in the Email Address field.
    4. Click Save.
  6. Select or clear the following check boxes according to your needs:



    Attach Drawing Files

    When selected, the drawing files that match the items and purposes defined in the Transmittals dialog box are attached to the transmittal.

    Compress Drawing Files

    When selected, the drawing files are compressed into a .zip package. The drawings are still separate PDF files within the .zip package.

    Note that the size of a .zip package may prevent Microsoft Outlook from sending the transmittal via email.

    Show Company Logo (If Exists)

    When selected, your company logo is visible in the transmittal.

    Combine Drawings

    When selected, consecutive drawing numbers are combined, so that the drawing numbers are displayed as 1 – 3, instead of 1, 2, 3.

  7. Click Email to send the email.
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