Create an internal transmittal for a set of documents - SmartPlant Foundation - IM Update 48 - Help - Hexagon

1. Select the documents for which you want to create a transmittal.

2. Right-click, and click Transmittals > New Internal Transmittal.

   By default, only signed-off documents can be associated with the transmittal. For more information, see Understanding default conditions for including documents in transmittals.

3. Define details for the new transmittal.

4. Click Next, and select a transmittal workflow.

5. Click Finish.

By default, documents cannot be associated directly with an internal transmittal, but must be attached to the transmittal through an intermediate section object. If you do not create a new section for the internal transmittal manually, attaching documents as described above will result in the creation of a default section. The documents are then attached to that default section, named [name of the internal transmittal] - Purpose of section.