Update Transmittal Attributes Using General Tab - EcoSys - 4.11 - Help - Hexagon

EcoSys Contracts Help (4.11)

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EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to update the transmittal attributes using the General tab in the Transmittal Details panel.

You can edit the transmittal fields 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.

  5. Click the Transmittal ID hyperlink. The Transmittal Details panel appears.

  6. Click the General tab.

  7. Edit the Transmittal Name.

  8. Click the Type ellipsis to select the required transmittal type.

  9. Click the Priority ellipsis to select the required priority. The available options are listed below:

    • H – High

    • M – Medium

    • L - Low

  10. Select the Review Due Date.

  11. (Optional) Attach the transmittal related document. 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.

      To view or save the attachment, click the attachment hyperlink.

  12. (Optional) Type in the required Comment.

  13. Click SAVE.