Modify Outgoing Transmittal Record dialog box

Use this dialog box to modify a record of an outgoing transmittal that you sent as a hard copy via mail, courier, or fax, or electronically via email or Info Exchange. You can then easily print the Transmittal form.

To

Click to open the Choose Project Team Members dialog box to record who the transmittal was sent to. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who else the transmittal was sent to. You can also type email addresses directly in this field.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who sent the transmittal. The current user is entered by default. You can also type email addresses directly in this field.

Subject

Enter a subject for the transmittal.

Purpose

Select the purpose of the transmittal from the drop-down list.

Hide Recipient List

For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients on email notifications, forms, and transmittals, If this option is not checked, then the email notifications, forms, and transmittals will contain the To: and CC: contacts.

Date

The date the transmittal was sent. You can edit it.

Sent Via

This list contains the available transfer methods. Select the method in which you sent this transmittal from the drop-down list.

Transmittal ID

Project Center enters an ID for the transmittal. You can edit it.

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Remarks tab/Description of Contents tab/Associated Files tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Create an Outgoing Transmittal dialog box for a description of the tabs.

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the transmittal.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Print or Email Form After Saving

Mark this checkbox to open the Transmittal form, which you can review and print immediately after filing the transmittal, or send a report in an email message in Microsoft Outlook to the contacts in the To field.

Save Changes

Click to save the changes to the transmittal.

 

To access this dialog box

Select a sent transmittal, then click Modify from the Tasks panel of the Project Transmittals activity center.