Export a transmittal - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

When you export a transmittal, you create copies of the transmittal report and all the related files outside of SmartPlant Foundation. All these files are compressed into a .zip file for distribution.

When would I export a transmittal?

Creating a portable package of all the contents of a transmittal is especially useful when one or more of the transmittal recipients are not SmartPlant Foundation users. The .zip file created by the export operation can be emailed or placed on a CD or website to be shared with others.

  • Right-click on the transmittal, and click Export Transmittal Structure.

  • This step is typically performed as part of the Issue workflow step in the transmittal workflow.

  • By default, the compressed transmittal is exported to C:\temp. After successful export, this directory should contain a folder for the transmittal, a .zip file of the exported structure, and the transmittal report in HTML format. The folder contains copies of the electronic files related to the documents in the transmittal, as pulled from the SmartPlant Foundation vault. The .zip file contains the same files as the folder and a copy of the transmittal report, compressed for easier distribution.

  • The default location can be changed by an administrator.