How to attach a transmittal to a subcontractor agreement

After the Tender process is complete for a trade and you're ready to submit the subcontractor agreement, you might need to attach all the documents you've sent the subcontractor to ensure there is complete transparency and the subcontractor understand the agreement is based on the documents attached in the Transmittal.

How do you extract a transmittal of all the documents submitted to a subcontractor?

Navigate to the menu bar icon and click Document Register under Document Control.

1 - Select "All Revisions" from the filter

2 - Select the subcontractor from the Document Register Filter

 

2a. From the dropdown list, select the company that you wish to generate a report for, and click Apply.

4 - Click Report on the top right 

5 - Navigate to Sent Documents

6 - From List documents sent to Selected Companies, select the format that you wish to export.

The report is extracted as a PDF or excel file.

   

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