Set up transmittals Before you start creating transmittals, we recommend that you create the necessary methods for sending documents, transmittal items, transmittal purposes, and commonly used text for transmittals. For more information, see the following links: Create, modify, and delete methods for sending documentsCreate, modify, and delete transmittal itemsCreate, modify, and delete transmittal purposesCreate, modify, and delete commonly used text items for transmittals