Save a transmittal as a template - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

What happens to a transmittal when you save it as a template?

When you save a transmittal as a template:

  • The transmittal workflow is terminated

  • The transmittal issue state changes to TEMPLATE

  • All section information, workflow configuration, and relationships to documents are frozen

The icon now indicates that the transmittal is a template that cannot be processed as a transmittal.

  • Right-click any transmittal, and click Edit > Save as template.