Review and complete a Transmittals

Once all the desired Recipients and Files have been added to your Transmittal, be sure to review the Transmittal one last time.

• Choose the desired "Send Method."Press the "Proceed" button.

  • Compile and File Transmittal

    • Allows the user to create the Transmittal and File it in infinitrac without sending it to Recipients.

  • Email, Compile, and File Transmittal

    • Allows the user to file the Transmittal in infinitrac and Email the Transmittal to the Recipients listed.

• When Emailing a Link, both the sender and the recipient(s) will receive an email notification of the new Transmittal.

“How shall we proceed?” prompt

• A PDF Report of the Transmittal can be downloaded by clicking the  "Download Report" button.

• If the Transmittal has been Compiled, a  "Download Package" icon is available for you to download the Transmittal PDF Report and attachments in a Zipped file.