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In other lessons, we explain that transmittals are used to send or issue documents to other organizations on a project. To help us manage our information, we can track and report on those transmittals. Let's cover the basics of that now.

First, we'll need to find some documents to track. Let's locate all the architectural drawings awaiting approval. Say we wanted to see what's happened to the reflected ceiling drawings.

We select them first using the checkboxes. Then, we open the Reports menu. We've got a couple of options here available for transmittals. Let's select the By Document one. This shows us when those documents were sent, if at all, and the related transmittals.

In this example, we see the transmittals we received that contained documents. Plus we also see the transmittal that we sent to others. We can even open the transmittals directly by clicking the relevant link. A note too, there's an Export to Excel option at the top. That's really great if you need a report.

Now, whilst we're here, here's a great tip, especially if you're a document controller. Check out the options at the top. By default, this screen shows all documents. But that second option is really useful if you want to see which of the documents you've selected have never been transmitted. It's a really simple way to check if you've forgotten to send documents to others.

Now let's head back to the Document Register. In another lesson, we look at the Add and Remove Columns feature that allows us to customize the information displayed in the search results. Let's see how we can use this feature to show us more information about document transmittals.

We'll add in two new columns, Transmitted In and Transmitted. Now we can easily see if the documents were sent to us by another organization. We can also see if we have transmitted a document to another organization. You can even click on the reference or tick to open the transmittal.

So that's just a brief look at how you can find out what documents have been sent. But hopefully, you'll agree that these simple options allow for easy tracking and reporting. And that always helps with great collaboration and efficient information management.