Commnia Transmittal Grid allows for Transmittal to be created with ease utilising document templates, automated distribution rules and complete traceability.

1. Create New Transmittal Grid

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

2. Add Documents to your Transmittal via Document Register

Click on the + Documents icon to and Add From Register.

1. You can search or filter by using any of the displayed fields. I.e. Here we have selected Hydraulic and Lift Disciplines. 
2. You can individually select the documents you want to include by clicking on the relative checkbox. Alternatively, you can click on the top checkbox to select or deselect all documents on that page. 
   
3. Once you are happy with the documents selected, click on "Attach" to include in your transmittal.
   

Select all document regardless of trade as you will be able to specify which trade receives certain documents in the next step.

3. Add Documents to your Transmittal via Commnia Drive

Click on the Commnia Drive to open your Commnia Drive folder.

Alternatively, you can click on All Files from the drop down list to select or deselect all documents on that page.

You can also attach all files within a folder by selecting the checkbox next to the folder.

Once you have made the file/folder selection, click Attach.

There is no maximum attachment size limit for emails in Commnia.

4. Add Trade + User Groups to your Transmittal

Click on Recipients from the main menu bar.

Both lists will show Trade/User groups relative to the project you are in.

You also have the option to view all trade/user groups from the previous project by selecting from the Job drop-down list.

Trade will categorise your contacts based on the trade that they perform.

User Groups will categorise your contacts based on user-defined criteria. i.e site team, design team etc.

You can individually select the trade/user groups you want to include by clicking on the relative checkbox.

5. Prepare your Transmittal Grid

The transmittal grid is a simple way of assigning the relevant documents to each trade/user groups transmittal.

Below you can see an examples;

6. Create your Transmittal

Each transmittal created in Commnia will ultimately be sent through Commnia's email function. . Once you have assigned all relevant documents to each trade/user group, click on the "Create Transmittal" icon to prepare your transmittal's.

Commnia will automatically consolidate recipients if they have been flagged to receive the same documents. Click on each Transmittal to show further details. You can remove a listed contact by clicking on the x , to add more contacts you can click on +.

To see how to create custom templates - please click here

Discard will take you back to the transmittal grid where you can make further changes to the grid. 

7. Transmittal Email

Commnia will automatically send a formatted email with your transmittal to your contacts where they can download these documents directly from the email without needing to log in to Commnia.