Outgoing Transmittals Files

Uploading Files to an Outgoing Transmittal

To upload a file and associate it with an Outgoing Transmittal:

1. Navigate to the Outgoing Transmittal’s Detail View.

2. Select the “+” button in the Files section.

User can drag and drop files or browse and select files from the explorer. Multiple files can be added for upload.

If a file was already uploaded to the project's File Management module, there is no need to upload it again to an Outgoing Transmittal: User can associate the file.

Once the file(s) is uploaded, a success alert message will appear on the top right hand corner with a green check mark.

Downloading Files from an Outgoing Transmittal

User can download files associated with an Outgoing Transmittal by using the Download Files button. Every file associated with the selected report will be downloaded as a compressed (ZIP) file.

Deleting Files from an Outgoing Transmittal

To delete associated files from an Outgoing Transmittal:

1. Click on the checkboxes next to the files.

2. Click the “Delete” button.

Associating Files to an Outgoing Transmittal

Instead of uploading a file directly to an Outgoing Transmittal, user can also associate an existing file uploaded to a project's File Management module. Files can have multiple Outgoing Transmittal associations, and the file will be displayed in each Outgoing Transmittal's detailed view.

Dynamic Linking

User can turn dynamic linking on/off when associating a file to an Outgoing Transmittal. 
Revisions can be uploaded to the files from File Management's folder Detail View, and if the latest revision is changed, it will update for all associated Outgoing Transmittals if dynamic linking is turned on.
If dynamic linking is turned off, changing the latest revision in the File Management module will not change the revision in associated Outgoing Transmittals.

To associate a file to an Outgoing Transmittal:

1. Navigate to the "Files" section in an Outgoing Transmittal's Detail View.

2. Click on the link button (see screenshot below) 

3. A new window will open, displaying the File Management Module's folder tree structure.

4. Select the files to associate to the Outgoing Transmittal.

5. Turn Dynamic Linking on/off via the check box in the top right corner of the new window

6. Click on "Associate" button.

The selected files will now appear in the Outgoing Transmittal's "Files" section. 

Uploading Folder Structure

Instead of simply uploading multiple files into one Outgoing Transmittal, user can also upload entire folder structures (with subfolders, files). These structures need to be archived/zipped prior to upload, and infinitrac will upload and unpack them into the selected transmittal.

To upload a folder structure:

1. Navigate to the "Files" section in an Outgoing Transmittal's Detail View.

2. Click on the “Upload Folder Structure” button (see screenshot below) 

3. A new window will open, displaying a dropzone where user can drag and drop files or browse and select files from the explorer.

4. Click on “Upload” button, located in the dropzone.

Uploading large/multitude of files and folders can take time, depending on the internet connection. User will receive an e-mail notification as soon as the upload finishes, including details of the uploaded folder structure's location within the file management module.