Transmittals can be set up to have documents attached directly to the transmittal object, or they can be broken down into sections to group documents together, such as those that need editing or comments, and those that are just for reference. In the delivered SmartPlant Foundation model, internal transmittals are set up to have documents organized into transmittal sections, while external transmittals have documents attached to the transmittal itself.
The following image illustrates the relationships between the transmittal, a section, and documents:
When you create a transmittal, it is attached to a workflow that manages transmittal approval, issue, distribution, recipient responses, and completion.
You can use template transmittals to create transmittals that already have relevant sections defined, a workflow attached, and optionally some key recipients already identified by their project roles.