How do you transfer transmittal in BIM 360?

How do you use transmittal in BIM 360?

BIM 360 Transmittals – Easy But Important

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.

What is create transmittal in BIM 360?

Transmittals are created from the Folders view within Document Management. You can create a transmittal from an entire folder or from a selection of documents. Note: You must have View + Upload or higher permissions to create transmittals. For more information about permissions, see Folder Permissions.

How do I make a document transmittal?

Create a new transmittal

1. Open the Project > Documents > Transmittals Tab.
2. Click the Create Transmittal button in the toolbar.
3. Choose the Method of how the Transmittal will be sent.
4. Choose the Reason for why the Transmittal is being sent.
5. Select which Document Template to use to create the Transmittal Summary Document.

How do I share a BIM 360 file?

Share a file via email

1. Click Share.
2. In the Share dialog, click Email.
3. Enter email id and message for the email.
4. Set a password, if you wish to.
5. Click Send.

How do you write a transmittal letter?

How To Write Transmittal Letter?

1. Include heading with the date and the address of the recipient.
2. Greet the recipient appropriately.
3. Write the body of the letter.
4. Mention the purpose of the letter.
5. Request for follow-up or further instructions.
6. Provide details about document that is attached.
7. Include a short closing paragraph.

How do you delete a transmittal in BIM 360?

The Transmittal is a formal means of sending project drawings, models, and other documents to another project member. This means a Transmittal is immutable data in BIM 360 Document Management and cannot be deleted or edited.

What is transmittal slip?

A transmittal document is a “packing slip” for a document or collection of documents that are transferred from one company to another. The transmittal might be just the front page in an extensive document. But more often it is a separate document file that contains details of the documents that are sent.

What is the purpose of a transmittal memo?

A letter or memo of transmittal conveys the report to the person requesting it, or the primary audience for the report. It provides a context for reading the report. Unlike the report proper, a letter of transmittal may use “I” and be less formal in tone than the rest of the report.

How do I publish a Revit model to BIM 360?

Click the BIM 360 link and navigate to a cloud project that contains Revit cloud models. To publish the latest version do the following: Single model: On the right, click [ … ], and click Publish Latest. Multiple models: To select the models, click their check boxes, and click Publish.