• Transmittal with Submittals and Submittal Attachments

    I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…
  • Address selection in Project Management for Transmittals

    Is there any way to be able to select an address for Transmittals in PJ? I have read all the knowledgebase articles regarding retrieval hierarchy, but I need to select an address depending how the document is being sent - regular mail (remittance) or…