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Aconex Associate: Working with Documents: Module 4 Sending documents


Uploading documents to a project doesn't make them available to other organizations automatically. We need to send them to others using a transmittal. When you upload a document, you're including a lot of other information about that document using the document fields. The document register manages this information. And when we send documents to other organizations, it's important that this information is maintained. If this didn't happen, we'd have the same document with different information. And that's no way to run a project.


Let's explain what a transmittal is and why they're used. When you transmit a document, it registers that document for the organizations you're sending it to. [INAUDIBLE] ensures that the information is maintained. In turn, this also ensures that the recipients have definitely received the document or documents.


Later, if you transmit a new version, the recipients will get the new version but still have access to any previous versions you sent them. And this means you don't have to worry about managing versions. We can also run reports and track transmittals. And we'll take a look at this in another video.


This is what the transmittal looks like-- just like any other mail. Each transmittal can contain multiple documents. But unlike other document attachments, the transmittal records the basic document information like status and revision. And this comes in handy when you're trying to figure out if a particular document was sent, when it was sent, and its version. That's it. Transmittals are used to send documents to others on a project. And they make sure that any related information is managed and maintained correctly.