Commnia Transmittals from the Inbox is one of two methods used to send documents.
Click here to learn more about our second method, The Transmittal Grid.
Login to your Commnia account and select your project.
From the main menu, select Inbox.
To create a new email, click on the New icon.
Alternatively, Navigate via Quick Adds + and select Document Transmittal.
If you would like to change the category, select the document category from the drop-down list, or type in the search box to find what you need quickly. The email form will change depending on which document category you select, for example, a Delay Notice will include delay duration and steps taken to minimise the delay.
Start typing the name of the contact in the To section to display a list of users from the project contact list.
Alternatively, you can click on the To, CC or BCC button to display the full global contact list.
The Send Privately function means that recipients will not see who else the email has been sent to.
Enter a subject for your new email message.
Enter any required information into the dynamic fields.
Click on Addons to include a Standard Clause, Cost Table, Steps taken to minimise delay and Authorisation.
Standard Clause, copy and paste from a document, or insert directly from a custom template.
Cost Table will allow you to include a cost table with your email. You can apply a percentage admin charge which will add a fee based on the value of the cost table.
If you select Cost Table the following dialogue box will appear.
Authorisation will display a new field where you can either enter the details of the authorisation or insert directly from a custom template.
Files can be attached to the email directly from Commnia Drive, the document register, from your local device or drag and drop files with no restriction on file size.
Your email signature will automatically be included in every email communication. You can edit your email signature by clicking on the edit icon.
You can preview the document transmittal by clicking on the Preview button. This will display a pdf preview of your transmittal.
Your transmittal can also be saved as a draft by clicking the Save as Draft button, allowing you to review them at a later time. This also gives you the ability for another colleague to review prior to distributing.
Congratulation, you're nearly there! Hit the Send button to complete the Transmittal. Reminder, you have the option to send normally or to send as private, hiding the list of recipients from the users.
If you have clicked to Send Privately the recipients will not see who else the email has been sent to in the To field.