BIM 360 Transmittals easy but important2

BIM 360 Transmittals – Easy But Important

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BIM 360 Transmittals easy but important2

One of the things users were clamoring for in BIM 360 was the ability to create and send transmittals with their returned submittals, RFIs and updated documents. The transmittal is an important part of the construction process, because it’s a legal document that confirms that an answered RFI, returned submittal or updated model or drawing was sent to the important recipients.

Prior to the Transmittals module in BIM 360 Docs, our clients had to create these documents inside of a different document management system. This was frustrating because it forced double-entry of data. But as of a recent update, Transmittals are now live in BIM 360.

If you’re not using the Transmittals module yet, this is a good time to ease it into your workflow. Transmittals are relatively easy to set up, and there are two ways to create them, as follows.

Select a folder

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  1. Click on the ellipsis and choose “Create transmittal.”
  2. Name the transmittal, and choose the recipients.
  3. If any additional documents need to be added, add them.
  4. Add a message to the transmittal.
  5. Hit Create.

Select a file or group of files:

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  1. Click on the ellipsis at the top, and select “Create transmittal.”
  2. Name the transmittal, and choose the recipients.
  3. If any additional documents need to be added, add them.
  4. Add a message to the transmittal.
  5. Hit Create.
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Once a transmittal is created, it goes into the Transmittal Log. From there, you can see the status, title, recipients, date created, and even the number of documents included in each transmittal. If you need to select one to resend, or export or review the transmittal, just click on it. This keeps a “paper” trail in case your firm ever needs it.

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Once you click on one of the transmittals, you can see the specific information about it – when it was sent, who created it, who it was sent to, etc. You can export the transmittal to PDF for external viewing or click on the hyperlinked drawing to review the document enclosed in the transmittal.

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The Transmittals module in BIM 360 Docs now gives us the ability to create and send transmittals without having to enter the data from submittals, RFIs and updates twice. It gives peace of mind to have a trail automatically created and always available. Take advantage of the new Transmittals module to save time while protecting your company on construction projects. Contact Applied Software today to learn how the entire suite of BIM 360 products can help keep your teams connected, your company on track, and bring jobs in on time and within budget.

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