Upload Transmittal Related Documents - EcoSys - 4.03 - Help - Hexagon

EcoSys Contracts Help (4.03)

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English
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EcoSys
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EcoSys Standard Version
4.03

This procedure allows you to upload the transmittal related documents and its associated hyperlinks.

You can attach the documents only when the transmittal is in Open Status.

  1. Navigate to Contracts > Transmittals.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. Click Refresh for screen update.

  4. Click the Transmittal Register tab. The Transmittal Register panel appears.

  5. In the Transmittal Register panel, click the Transmittal ID hyperlink. The Transmittal Details panel appears.

  6. In the Transmittal Details panel, click the Documents tab. The existing transmittal related documents appear.

    • By default, the last selected transmittal appears in the Transmittal ellipsis. To change the transmittal, click the Transmittal ellipsis in the green parameter bar and select the required transmittal.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  7. Click the Insert Row icon to add a new row.

  8. Type the required Description.

  9. Click SAVE.

  10. (Optional) Attach the required document in the Attachment column. To attach the document, perform the following:

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.

  11. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

    1. Type the required web address of the risk document in the Comment or URL column.

    2. Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

      Click the Delete Row(s) icon to delete a selected row.